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 | $361,893 | -4.8% | 5,700 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $379,962 | +6.9% | 5,700 | 0.0% | 0.04% | +5.7% |
| Q1 2023 | $355,338 | +3.3% | 5,700 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $344,052 | +12.1% | 5,700 | 0.0% | 0.04% | +6.1% |
| Q3 2022 | $307,000 | -6.1% | 5,700 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $327,000 | -9.9% | 5,700 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $363,000 | -3.2% | 5,700 | 0.0% | 0.03% | +3.1% |
| Q4 2021 | $375,000 | -3.8% | 5,700 | -14.0% | 0.03% | -15.8% |
| Q3 2021 | $390,000 | -10.8% | 6,625 | -9.6% | 0.04% | -9.5% |
| Q2 2021 | $437,000 | +1.9% | 7,325 | -2.3% | 0.04% | -2.3% |
| Q1 2021 | $429,000 | +3.4% | 7,500 | -2.6% | 0.04% | -2.3% |
| Q4 2020 | $415,000 | – | 7,700 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 7,283,107 | $485,491,900 | 33.88% |
| Lauer Wealth, LLC | 258,723 | $17,559,549 | 18.15% |
| Choice Wealth Advisors, LLC | 341,740 | $22,780,357 | 15.50% |
| Prestige Wealth Management Group LLC | 785,967 | $52,392,578 | 12.41% |
| Spinnaker Investment Group, LLC | 559,854 | $37,402,668 | 12.32% |
| Astoria Portfolio Advisors LLC. | 436,694 | $29,241,028 | 11.32% |
| Private Wealth Strategies, L.L.C. | 691,653 | $46,105,568 | 11.08% |
| PALO ALTO WEALTH ADVISORS, LLC | 206,434 | $13,760,890 | 10.98% |
| Aspire Capital Advisors LLC | 329,876 | $21,989,523 | 10.68% |
| CONTINUUM WEALTH ADVISORS, LLC | 211,833 | $14,120,788 | 10.00% |