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 | $11,186,431 | -61.7% | 180,805 | -58.6% | 5.40% | -52.3% |
| Q2 2023 | $29,241,028 | +17.0% | 436,694 | +8.6% | 11.32% | +7.2% |
| Q1 2023 | $24,985,673 | +29.6% | 402,152 | +27.4% | 10.56% | +16.8% |
| Q4 2022 | $19,285,091 | +95.9% | 315,683 | +72.9% | 9.04% | +35.1% |
| Q3 2022 | $9,844,000 | +14.4% | 182,592 | +21.6% | 6.69% | +6.5% |
| Q2 2022 | $8,607,000 | -1.7% | 150,176 | +9.2% | 6.28% | -8.2% |
| Q1 2022 | $8,755,000 | +1.2% | 137,510 | +4.7% | 6.84% | -0.3% |
| Q4 2021 | $8,653,000 | – | 131,391 | – | 6.86% | – |
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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% |