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 | $997,301 | -4.8% | 15,708 | 0.0% | 0.02% | -4.8% |
| Q2 2023 | $1,047,095 | +6.9% | 15,708 | 0.0% | 0.02% | -8.7% |
| Q1 2023 | $979,237 | +3.3% | 15,708 | 0.0% | 0.02% | -14.8% |
| Q4 2022 | $948,135 | +11.9% | 15,708 | 0.0% | 0.03% | +17.4% |
| Q3 2022 | $847,000 | -5.9% | 15,708 | 0.0% | 0.02% | -14.8% |
| Q2 2022 | $900,000 | -10.0% | 15,708 | 0.0% | 0.03% | +12.5% |
| Q1 2022 | $1,000,000 | -3.4% | 15,708 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $1,035,000 | +12.0% | 15,708 | 0.0% | 0.02% | -4.0% |
| Q3 2021 | $924,000 | -1.4% | 15,708 | 0.0% | 0.02% | -10.7% |
| Q2 2021 | $937,000 | – | 15,708 | – | 0.03% | – |
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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% |