WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 447 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $16,056,826 | +2.2% | 252,903 | +7.3% | 0.00% | 0.0% |
Q2 2023 | $15,718,525 | +11.4% | 235,801 | +4.2% | 0.00% | 0.0% |
Q1 2023 | $14,105,710 | +61314.6% | 226,277 | -40.5% | 0.00% | -33.3% |
Q4 2022 | $22,968 | -99.9% | 380,514 | -11.0% | 0.00% | 0.0% |
Q3 2022 | $23,056,000 | +47.1% | 427,668 | +56.4% | 0.00% | +50.0% |
Q2 2022 | $15,670,000 | -19.2% | 273,425 | -10.2% | 0.00% | 0.0% |
Q1 2022 | $19,383,000 | +66.1% | 304,430 | +71.9% | 0.00% | +100.0% |
Q4 2021 | $11,666,000 | +30.6% | 177,135 | +16.6% | 0.00% | 0.0% |
Q3 2021 | $8,935,000 | +60.8% | 151,854 | +63.1% | 0.00% | 0.0% |
Q2 2021 | $5,555,000 | +61.2% | 93,096 | +54.6% | 0.00% | – |
Q1 2021 | $3,445,000 | +23.3% | 60,234 | +16.3% | 0.00% | – |
Q4 2020 | $2,795,000 | -6.2% | 51,805 | -14.5% | 0.00% | -100.0% |
Q3 2020 | $2,980,000 | +36.9% | 60,587 | +26.7% | 0.00% | – |
Q2 2020 | $2,176,000 | +284.5% | 47,828 | +228.6% | 0.00% | – |
Q1 2020 | $566,000 | +26.3% | 14,556 | +57.6% | 0.00% | – |
Q4 2019 | $448,000 | +48.3% | 9,238 | +37.9% | 0.00% | – |
Q3 2019 | $302,000 | +1676.5% | 6,700 | +1649.3% | 0.00% | – |
Q2 2019 | $17,000 | +13.3% | 383 | +7.6% | 0.00% | – |
Q1 2019 | $15,000 | -55.9% | 356 | -60.4% | 0.00% | – |
Q4 2018 | $34,000 | -65.7% | 899 | -59.6% | 0.00% | – |
Q3 2018 | $99,000 | +33.8% | 2,225 | +23.3% | 0.00% | – |
Q2 2018 | $74,000 | -40.8% | 1,805 | -41.8% | 0.00% | – |
Q1 2018 | $125,000 | -51.7% | 3,099 | -50.4% | 0.00% | – |
Q4 2017 | $259,000 | +97.7% | 6,242 | +82.2% | 0.00% | – |
Q3 2017 | $131,000 | +13.9% | 3,426 | +9.9% | 0.00% | – |
Q2 2017 | $115,000 | +3.6% | 3,118 | -0.4% | 0.00% | – |
Q1 2017 | $111,000 | – | 3,131 | – | 0.00% | – |
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% |