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 | $2,495,682 | -4.8% | 39,308 | 0.0% | 0.66% | -3.2% |
| Q2 2023 | $2,620,289 | -1.5% | 39,308 | -7.9% | 0.68% | -7.2% |
| Q1 2023 | $2,660,875 | +3.3% | 42,683 | 0.0% | 0.74% | -2.8% |
| Q4 2022 | $2,576,362 | +10.7% | 42,683 | -1.1% | 0.76% | +2.2% |
| Q3 2022 | $2,327,000 | -7.7% | 43,169 | -1.9% | 0.74% | -6.3% |
| Q2 2022 | $2,522,000 | -10.0% | 44,014 | +0.0% | 0.79% | +5.3% |
| Q1 2022 | $2,802,000 | -4.4% | 44,004 | -1.1% | 0.75% | -38.3% |
| Q4 2021 | $2,931,000 | – | 44,497 | – | 1.22% | – |
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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% |