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 | $3,173 | -4.8% | 49,977 | -0.0% | 0.66% | -8.4% |
| Q2 2023 | $3,332 | -1.8% | 49,980 | -8.2% | 0.72% | -14.4% |
| Q1 2023 | $3,393 | +7.6% | 54,435 | +4.2% | 0.84% | +1.8% |
| Q4 2022 | $3,154 | -99.9% | 52,250 | -0.9% | 0.83% | +4.7% |
| Q3 2022 | $2,843,000 | -16.6% | 52,728 | -11.4% | 0.79% | -10.0% |
| Q2 2022 | $3,410,000 | +1436.0% | 59,500 | +1606.8% | 0.88% | +1029.5% |
| Q1 2022 | $222,000 | -94.0% | 3,486 | -93.8% | 0.08% | -90.9% |
| Q4 2021 | $3,716,000 | +11.4% | 56,418 | -0.5% | 0.86% | -0.2% |
| Q3 2021 | $3,337,000 | -8.0% | 56,714 | -6.4% | 0.86% | -9.4% |
| Q2 2021 | $3,626,000 | -3.9% | 60,586 | -8.2% | 0.95% | -5.2% |
| Q1 2021 | $3,774,000 | -6.7% | 65,996 | -12.0% | 1.00% | -18.3% |
| Q4 2020 | $4,046,000 | +6.0% | 74,989 | -2.7% | 1.23% | -21.5% |
| Q3 2020 | $3,818,000 | +1.0% | 77,032 | -7.3% | 1.57% | -10.8% |
| Q2 2020 | $3,779,000 | +19.5% | 83,075 | +2.2% | 1.76% | -23.3% |
| Q1 2020 | $3,163,000 | -29.0% | 81,296 | -11.6% | 2.29% | -12.0% |
| Q4 2019 | $4,455,000 | -11.9% | 91,914 | -18.0% | 2.60% | -46.3% |
| Q3 2019 | $5,056,000 | – | 112,140 | – | 4.84% | – |
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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% |