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 | ||||
---|---|---|---|---|---|---|
Q1 2023 | $307,334 | +3.0% | 4,930 | -0.3% | 0.04% | -7.5% |
Q4 2022 | $298,359 | +26.4% | 4,943 | +12.9% | 0.04% | +11.1% |
Q3 2022 | $236,000 | -32.2% | 4,377 | -28.0% | 0.04% | -30.8% |
Q2 2022 | $348,000 | -23.0% | 6,076 | -14.5% | 0.05% | -11.9% |
Q1 2022 | $452,000 | -19.7% | 7,107 | -16.9% | 0.06% | -21.3% |
Q4 2021 | $563,000 | -29.1% | 8,554 | -36.6% | 0.08% | -34.2% |
Q3 2021 | $794,000 | -11.1% | 13,499 | -9.9% | 0.11% | +4.6% |
Q2 2021 | $893,000 | -61.1% | 14,977 | -62.7% | 0.11% | -71.2% |
Q1 2021 | $2,295,000 | +16.7% | 40,141 | +10.1% | 0.38% | -8.3% |
Q4 2020 | $1,966,000 | -90.5% | 36,451 | +8967.4% | 0.41% | +4020.0% |
Q3 2020 | $20,678,000 | -29.6% | 402 | -36.0% | 0.01% | -37.5% |
Q2 2020 | $29,393,000 | +48.4% | 628 | +23.4% | 0.02% | +23.1% |
Q1 2020 | $19,810,000 | -56.5% | 509 | -44.7% | 0.01% | -51.9% |
Q4 2019 | $45,592,000 | – | 921 | – | 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% |