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 | $289,484 | -54.7% | 4,560 | -61.5% | 0.18% | -61.3% |
| Q3 2022 | $639,000 | -6.2% | 11,856 | 0.0% | 0.46% | -3.2% |
| Q2 2022 | $681,000 | -9.8% | 11,856 | 0.0% | 0.47% | +5.4% |
| Q1 2022 | $755,000 | -3.3% | 11,856 | 0.0% | 0.45% | -6.9% |
| Q4 2021 | $781,000 | +11.9% | 11,856 | 0.0% | 0.48% | -5.1% |
| Q3 2021 | $698,000 | -0.7% | 11,856 | +0.6% | 0.51% | -1.6% |
| Q2 2021 | $703,000 | +5.7% | 11,786 | +1.4% | 0.52% | -7.4% |
| Q1 2021 | $665,000 | +5.6% | 11,623 | -0.4% | 0.56% | +4.9% |
| Q4 2020 | $630,000 | – | 11,674 | – | 0.53% | – |
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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% |