WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 499 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $359,030 | +2.4% | 4,600 | 0.0% | 0.18% | -5.7% |
| Q1 2024 | $350,474 | +8.4% | 4,600 | 0.0% | 0.19% | -3.5% |
| Q4 2023 | $323,288 | +10.7% | 4,600 | 0.0% | 0.20% | -4.3% |
| Q3 2023 | $292,054 | -4.8% | 4,600 | 0.0% | 0.21% | -1.9% |
| Q2 2023 | $306,636 | +6.9% | 4,600 | 0.0% | 0.21% | -10.1% |
| Q1 2023 | $286,764 | +3.3% | 4,600 | 0.0% | 0.24% | -3.3% |
| Q4 2022 | $277,656 | +12.0% | 4,600 | 0.0% | 0.25% | -0.8% |
| Q3 2022 | $248,000 | -6.1% | 4,600 | 0.0% | 0.25% | -3.1% |
| Q2 2022 | $264,000 | -9.9% | 4,600 | 0.0% | 0.26% | +3.2% |
| Q1 2022 | $293,000 | -3.3% | 4,600 | 0.0% | 0.25% | -1.6% |
| Q4 2021 | $303,000 | +11.8% | 4,600 | 0.0% | 0.25% | -3.1% |
| Q3 2021 | $271,000 | -1.1% | 4,600 | 0.0% | 0.26% | +7.4% |
| Q2 2021 | $274,000 | +4.2% | 4,600 | 0.0% | 0.24% | +1.7% |
| Q1 2021 | $263,000 | – | 4,600 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 7,102,602 | $554,358,054 | 42.10% |
| Team Financial Group, LLC | 333,549 | $26,033,538 | 16.73% |
| IAM Advisory, LLC | 772,359 | $60,282,608 | 16.34% |
| Choice Wealth Advisors, LLC | 333,082 | $25,997,042 | 13.79% |
| Fiduciary Planning LLC | 483,617 | $37,746,300 | 13.51% |
| Spinnaker Investment Group, LLC | 569,993 | $44,487,942 | 12.26% |
| Prestige Wealth Management Group LLC | 671,769 | $52,431,570 | 11.32% |
| Private Wealth Strategies, L.L.C. | 722,050 | $56,355,997 | 11.31% |
| PALO ALTO WEALTH ADVISORS, LLC | 205,530 | $16,041,640 | 11.09% |
| Boyce & Associates Wealth Consulting, Inc. | 120,233 | $9,384,150 | 11.02% |