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 | $23,684,088 | +7.7% | 373,037 | +13.1% | 10.78% | +0.9% |
| Q2 2023 | $21,989,523 | +8.7% | 329,876 | +1.7% | 10.68% | +0.6% |
| Q1 2023 | $20,226,994 | +5.4% | 324,463 | +2.1% | 10.61% | -2.9% |
| Q4 2022 | $19,188,382 | +26.6% | 317,899 | +13.1% | 10.93% | -9.0% |
| Q3 2022 | $15,152,000 | -3.6% | 281,053 | +2.4% | 12.01% | +0.8% |
| Q2 2022 | $15,723,000 | -22.0% | 274,349 | -13.4% | 11.92% | -37.8% |
| Q1 2022 | $20,167,000 | – | 316,745 | – | 19.18% | – |
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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% |