WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 488 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $3,813,144 | +59.3% | 57,203 | +49.0% | 2.21% | +47.6% |
Q1 2023 | $2,393,862 | -2.6% | 38,400 | -5.7% | 1.50% | -11.0% |
Q4 2022 | $2,457,578 | +12.4% | 40,715 | +0.4% | 1.68% | -0.4% |
Q3 2022 | $2,186,000 | -13.3% | 40,552 | -7.9% | 1.69% | -13.9% |
Q2 2022 | $2,522,000 | -25.6% | 44,009 | -17.0% | 1.96% | -9.1% |
Q1 2022 | $3,391,000 | – | 53,033 | – | 2.16% | – |
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% |