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 | $13,039,018 | +1.9% | 205,371 | +7.0% | 9.87% | +0.4% |
Q2 2023 | $12,799,958 | +1.3% | 192,019 | -5.2% | 9.83% | -10.7% |
Q1 2023 | $12,631,075 | +9.4% | 202,616 | +6.0% | 11.01% | +6.7% |
Q4 2022 | $11,541,742 | +39.9% | 191,215 | +25.0% | 10.32% | +20.4% |
Q3 2022 | $8,248,000 | -3.7% | 153,003 | +2.4% | 8.57% | -6.4% |
Q2 2022 | $8,563,000 | – | 149,415 | – | 9.16% | – |
Download |
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% |