WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 493 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.32 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,241,818 | +3.0% | 66,804 | +8.1% | 0.18% | +1.7% |
Q2 2023 | $4,118,211 | +37.8% | 61,777 | +28.9% | 0.17% | +24.5% |
Q1 2023 | $2,988,133 | -34.2% | 47,933 | -36.3% | 0.14% | -40.1% |
Q4 2022 | $4,541,234 | +39.0% | 75,243 | +24.1% | 0.23% | +26.8% |
Q3 2022 | $3,268,000 | +236.9% | 60,627 | +258.3% | 0.18% | +245.3% |
Q2 2022 | $970,000 | +52.0% | 16,921 | +68.8% | 0.05% | +43.2% |
Q1 2022 | $638,000 | +6.7% | 10,024 | +10.5% | 0.04% | 0.0% |
Q4 2021 | $598,000 | +22.8% | 9,074 | +9.7% | 0.04% | +8.8% |
Q3 2021 | $487,000 | +11.4% | 8,274 | +13.0% | 0.03% | +6.2% |
Q2 2021 | $437,000 | +25.9% | 7,324 | +20.6% | 0.03% | -3.0% |
Q1 2021 | $347,000 | +16.4% | 6,074 | +10.0% | 0.03% | +6.5% |
Q4 2020 | $298,000 | +8.8% | 5,524 | 0.0% | 0.03% | -8.8% |
Q3 2020 | $274,000 | – | 5,524 | – | 0.03% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Hamilton Capital, LLC | 6,386,923 | $385,514,670 | 24.92% |
Choice Wealth Advisors, LLC | 347,475 | $20,973,617 | 15.74% |
Prestige Wealth Management Group LLC | 901,386 | $54,407,653 | 14.18% |
CONTINUUM WEALTH ADVISORS, LLC | 203,510 | $12,283,864 | 12.20% |
Spinnaker Investment Group, LLC | 533,425 | $32,197,531 | 11.45% |
Private Wealth Strategies, L.L.C. | 692,275 | $41,786,646 | 11.15% |
Aspire Capital Advisors LLC | 317,899 | $19,188,382 | 10.93% |
AVAII WEALTH MANAGEMENT, LLC | 191,215 | $11,541,742 | 10.32% |
PALO ALTO WEALTH ADVISORS, LLC | 193,850 | $11,700,786 | 9.97% |
KB FINANCIAL PARTNERS, LLC | 459,114 | $27,712 | 9.46% |