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 | $98,285 | -4.2% | 1,548 | +0.6% | 0.00% | 0.0% |
| Q2 2023 | $102,590 | +6.9% | 1,539 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $95,941 | +269.0% | 1,539 | +237.5% | 0.00% | +300.0% |
| Q2 2022 | $26,000 | -10.3% | 456 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $29,000 | -72.1% | 456 | -71.1% | 0.00% | -50.0% |
| Q4 2021 | $104,000 | +57.6% | 1,576 | +40.7% | 0.00% | 0.0% |
| Q3 2021 | $66,000 | -1.5% | 1,120 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $67,000 | +4.7% | 1,120 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $64,000 | – | 1,120 | – | 0.00% | – |
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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% |