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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $840,024 | -19.2% | 13,231 | -15.2% | 0.50% | -19.1% |
| Q2 2023 | $1,039,977 | +4.3% | 15,601 | -2.4% | 0.62% | -1.4% |
| Q1 2023 | $996,639 | -17.4% | 15,987 | -20.0% | 0.63% | -20.8% |
| Q4 2022 | $1,206,499 | +10.7% | 19,988 | -1.2% | 0.79% | +2.7% |
| Q3 2022 | $1,090,000 | -16.1% | 20,222 | -10.8% | 0.77% | -9.5% |
| Q2 2022 | $1,299,000 | -13.0% | 22,674 | -0.0% | 0.85% | +4.3% |
| Q4 2021 | $1,493,000 | +0.7% | 22,677 | -2.7% | 0.82% | -4.3% |
| Q1 2021 | $1,483,000 | – | 23,295 | – | 0.86% | – |
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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% |