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 | $11,745,274 | +0.6% | 184,994 | +5.6% | 8.40% | +1.9% |
| Q2 2023 | $11,680,807 | +13.6% | 175,230 | +5.9% | 8.24% | +5.0% |
| Q1 2023 | $10,282,711 | +40.3% | 165,503 | +36.3% | 7.85% | +26.4% |
| Q4 2022 | $7,329,203 | +19.6% | 121,425 | +10.8% | 6.21% | +16.0% |
| Q3 2022 | $6,130,000 | +0.6% | 109,632 | +4.9% | 5.35% | +3.7% |
| Q2 2022 | $6,091,000 | -6.2% | 104,510 | +1.2% | 5.16% | -2.6% |
| Q1 2022 | $6,495,000 | -6.8% | 103,229 | -2.4% | 5.30% | +1.1% |
| Q4 2021 | $6,967,000 | – | 105,783 | – | 5.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 6,386,839 | $344,315,000 | 23.47% |
| Choice Wealth Advisors, LLC | 358,468 | $19,325,000 | 16.16% |
| Prestige Wealth Management Group LLC | 897,610 | $48,390,000 | 13.60% |
| Aspire Capital Advisors LLC | 281,053 | $15,152,000 | 12.01% |
| Spinnaker Investment Group, LLC | 523,898 | $28,269,000 | 11.07% |
| Legacy Wealth Planning, LLC | 123,570 | $6,662,000 | 11.02% |
| Private Wealth Strategies, L.L.C. | 676,405 | $36,473,000 | 10.64% |
| KB FINANCIAL PARTNERS, LLC | 535,124 | $28,849,000 | 10.32% |
| WADDELL & ASSOCIATES, LLC | 896,528 | $48,332,000 | 9.35% |
| Clearwater Capital Advisors, LLC | 1,168,849 | $63,013,000 | 8.70% |