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 | $1,208,659 | +0.4% | 19,037 | -1.4% | 0.01% | 0.0% |
| Q2 2023 | $1,203,972 | 0.0% | 19,313 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $1,203,972 | -19.2% | 19,313 | -21.8% | 0.01% | -22.2% |
| Q4 2022 | $1,489,805 | +30.5% | 24,682 | +16.5% | 0.01% | +28.6% |
| Q3 2022 | $1,142,000 | +11.3% | 21,188 | +18.3% | 0.01% | +16.7% |
| Q2 2022 | $1,026,000 | +133.7% | 17,917 | +159.4% | 0.01% | +200.0% |
| Q1 2022 | $439,000 | +422.6% | 6,906 | +435.8% | 0.00% | – |
| Q4 2021 | $84,000 | +1580.0% | 1,289 | +1215.3% | 0.00% | – |
| Q2 2021 | $5,000 | 0.0% | 98 | 0.0% | 0.00% | – |
| Q1 2021 | $5,000 | -91.1% | 98 | -91.4% | 0.00% | – |
| Q3 2020 | $56,000 | +80.6% | 1,142 | +63.1% | 0.00% | – |
| Q2 2020 | $31,000 | -84.3% | 700 | -85.5% | 0.00% | -100.0% |
| Q2 2018 | $198,000 | – | 4,827 | – | 0.00% | – |
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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% |