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 | $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 | 7,248,815 | $460,227,274 | 35.24% |
| Choice Wealth Advisors, LLC | 336,710 | $21,377,704 | 15.10% |
| Team Financial Group, LLC | 255,381 | $16,214,120 | 13.39% |
| Spinnaker Investment Group, LLC | 582,453 | $36,979,933 | 12.43% |
| Prestige Wealth Management Group LLC | 759,025 | $48,190,478 | 11.88% |
| Lauer Wealth, LLC | 163,976 | $10,601,035 | 11.44% |
| PALO ALTO WEALTH ADVISORS, LLC | 210,562 | $13,368,581 | 11.16% |
| Private Wealth Strategies, L.L.C. | 696,124 | $44,196,888 | 11.03% |
| Aspire Capital Advisors LLC | 373,037 | $23,684,088 | 10.78% |
| AVAII WEALTH MANAGEMENT, LLC | 205,371 | $13,039,018 | 9.87% |