WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 447 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $455,196 | -23.5% | 7,170 | -19.7% | 0.20% | -23.8% |
| Q2 2023 | $595,102 | +6.1% | 8,927 | -0.8% | 0.26% | -4.1% |
| Q1 2023 | $560,907 | +3.5% | 8,998 | +0.2% | 0.27% | -3.3% |
| Q4 2022 | $541,793 | +13.1% | 8,976 | +1.0% | 0.28% | +3.4% |
| Q3 2022 | $479,000 | +3.2% | 8,890 | +9.9% | 0.27% | +11.2% |
| Q2 2022 | $464,000 | +36.5% | 8,090 | +51.3% | 0.24% | +50.9% |
| Q1 2022 | $340,000 | -3.4% | 5,346 | +0.1% | 0.16% | -2.5% |
| Q4 2021 | $352,000 | +12.1% | 5,342 | +0.1% | 0.16% | +2.5% |
| Q3 2021 | $314,000 | +33.1% | 5,337 | +34.9% | 0.16% | +19.5% |
| Q2 2021 | $236,000 | +10.3% | 3,957 | +5.8% | 0.13% | 0.0% |
| Q1 2021 | $214,000 | +5.9% | 3,741 | +0.1% | 0.13% | -7.0% |
| Q4 2020 | $202,000 | – | 3,738 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 7,248,815 | $460,227,274 | 35.24% |
| Choice Wealth Advisors, LLC | 336,710 | $21,377,704 | 15.10% |
| Team Financial Group, LLC | 255,381 | $16,214,120 | 13.39% |
| Spinnaker Investment Group, LLC | 582,453 | $36,979,933 | 12.43% |
| Prestige Wealth Management Group LLC | 759,025 | $48,190,478 | 11.88% |
| Lauer Wealth, LLC | 163,976 | $10,601,035 | 11.44% |
| PALO ALTO WEALTH ADVISORS, LLC | 210,562 | $13,368,581 | 11.16% |
| Private Wealth Strategies, L.L.C. | 696,124 | $44,196,888 | 11.03% |
| Aspire Capital Advisors LLC | 373,037 | $23,684,088 | 10.78% |
| AVAII WEALTH MANAGEMENT, LLC | 205,371 | $13,039,018 | 9.87% |