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 | $1,044,136 | +18.5% | 16,446 | +24.4% | 0.00% | – |
| Q2 2023 | $880,984 | -26.6% | 13,216 | -31.3% | 0.00% | – |
| Q1 2023 | $1,200,088 | +175.4% | 19,250 | +166.7% | 0.00% | – |
| Q4 2022 | $435,763 | +32.9% | 7,219 | +18.5% | 0.00% | – |
| Q3 2022 | $328,000 | -21.3% | 6,092 | -16.2% | 0.00% | – |
| Q2 2022 | $417,000 | +4.2% | 7,274 | +15.8% | 0.00% | – |
| Q1 2022 | $400,000 | +23.5% | 6,283 | +27.7% | 0.00% | – |
| Q4 2021 | $324,000 | +34.4% | 4,919 | +19.9% | 0.00% | – |
| Q3 2021 | $241,000 | +66.2% | 4,103 | +68.5% | 0.00% | – |
| Q2 2021 | $145,000 | -39.8% | 2,435 | -42.1% | 0.00% | – |
| Q1 2021 | $241,000 | +59.6% | 4,209 | +50.1% | 0.00% | – |
| Q4 2020 | $151,000 | +77.6% | 2,804 | +64.3% | 0.00% | – |
| Q3 2020 | $85,000 | -10.5% | 1,707 | -18.4% | 0.00% | – |
| Q2 2020 | $95,000 | -7.8% | 2,093 | -21.3% | 0.00% | – |
| Q1 2020 | $103,000 | -46.1% | 2,658 | -32.5% | 0.00% | – |
| Q4 2019 | $191,000 | +83.7% | 3,936 | +70.9% | 0.00% | – |
| Q3 2019 | $104,000 | -31.1% | 2,303 | -33.5% | 0.00% | – |
| Q2 2019 | $151,000 | +196.1% | 3,464 | +189.1% | 0.00% | – |
| Q1 2019 | $51,000 | +2450.0% | 1,198 | +2562.2% | 0.00% | – |
| Q4 2018 | $2,000 | – | 45 | – | 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% |