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 | $4,068,930 | -6.9% | 64,088 | -2.3% | 3.13% | -0.8% |
| Q2 2023 | $4,370,918 | +19.7% | 65,570 | +12.0% | 3.15% | +9.1% |
| Q1 2023 | $3,650,568 | -5.5% | 58,559 | -8.5% | 2.89% | -6.0% |
| Q4 2022 | $3,861,893 | +65.5% | 63,981 | +47.8% | 3.08% | +49.4% |
| Q3 2022 | $2,333,000 | -3.5% | 43,283 | +2.6% | 2.06% | -3.1% |
| Q2 2022 | $2,418,000 | -7.5% | 42,187 | +2.8% | 2.13% | +1.7% |
| Q1 2022 | $2,614,000 | +16.4% | 41,049 | +20.4% | 2.09% | +33.2% |
| Q4 2021 | $2,245,000 | – | 34,091 | – | 1.57% | – |
Download | ||||||
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% |