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 | $855,154 | -0.2% | 13,469 | +4.8% | 0.00% | 0.0% |
| Q2 2023 | $856,447 | +8.9% | 12,848 | +1.8% | 0.00% | 0.0% |
| Q1 2023 | $786,420 | +1.7% | 12,615 | -1.6% | 0.00% | 0.0% |
| Q4 2022 | $773,513 | +52.9% | 12,815 | +36.7% | 0.00% | 0.0% |
| Q3 2022 | $506,000 | -11.4% | 9,373 | -5.9% | 0.00% | 0.0% |
| Q2 2022 | $571,000 | -8.1% | 9,963 | +2.2% | 0.00% | 0.0% |
| Q1 2022 | $621,000 | +252.8% | 9,746 | +264.9% | 0.00% | – |
| Q4 2021 | $176,000 | +64.5% | 2,671 | +46.0% | 0.00% | – |
| Q3 2021 | $107,000 | +5.9% | 1,830 | +8.2% | 0.00% | – |
| Q2 2021 | $101,000 | +77.2% | 1,691 | +68.3% | 0.00% | – |
| Q1 2021 | $57,000 | +72.7% | 1,005 | +65.0% | 0.00% | – |
| Q4 2020 | $33,000 | -5.7% | 609 | -14.1% | 0.00% | – |
| Q3 2020 | $35,000 | -49.3% | 709 | -53.6% | 0.00% | – |
| Q2 2020 | $69,000 | +16.9% | 1,527 | +1.8% | 0.00% | – |
| Q1 2020 | $59,000 | -18.1% | 1,500 | 0.0% | 0.00% | – |
| Q4 2019 | $72,000 | -7.7% | 1,500 | -14.5% | 0.00% | – |
| Q3 2019 | $78,000 | +44.4% | 1,755 | +42.6% | 0.00% | – |
| Q2 2019 | $54,000 | +20.0% | 1,231 | +17.3% | 0.00% | – |
| Q1 2019 | $45,000 | +104.5% | 1,049 | +88.0% | 0.00% | – |
| Q4 2018 | $22,000 | -4.3% | 558 | +7.7% | 0.00% | – |
| Q3 2018 | $23,000 | +9.5% | 518 | 0.0% | 0.00% | – |
| Q2 2018 | $21,000 | -82.8% | 518 | -82.8% | 0.00% | – |
| Q1 2018 | $122,000 | -10.9% | 3,018 | -8.3% | 0.00% | – |
| Q4 2017 | $137,000 | +9.6% | 3,291 | 0.0% | 0.00% | – |
| Q3 2017 | $125,000 | +3.3% | 3,291 | 0.0% | 0.00% | – |
| Q2 2017 | $121,000 | +3.4% | 3,291 | 0.0% | 0.00% | – |
| Q1 2017 | $117,000 | +7.3% | 3,291 | 0.0% | 0.00% | – |
| Q4 2016 | $109,000 | +34.6% | 3,291 | +31.6% | 0.00% | – |
| Q3 2016 | $81,000 | +2.5% | 2,500 | 0.0% | 0.00% | – |
| Q2 2016 | $79,000 | +1.3% | 2,500 | 0.0% | 0.00% | – |
| Q1 2016 | $78,000 | +2.6% | 2,500 | 0.0% | 0.00% | – |
| Q4 2015 | $76,000 | – | 2,500 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 7,283,107 | $485,491,900 | 33.88% |
| Lauer Wealth, LLC | 258,723 | $17,559,549 | 18.15% |
| Choice Wealth Advisors, LLC | 341,740 | $22,780,357 | 15.50% |
| Prestige Wealth Management Group LLC | 785,967 | $52,392,578 | 12.41% |
| Spinnaker Investment Group, LLC | 559,854 | $37,402,668 | 12.32% |
| Astoria Portfolio Advisors LLC. | 436,694 | $29,241,028 | 11.32% |
| Private Wealth Strategies, L.L.C. | 691,653 | $46,105,568 | 11.08% |
| PALO ALTO WEALTH ADVISORS, LLC | 206,434 | $13,760,890 | 10.98% |
| Aspire Capital Advisors LLC | 329,876 | $21,989,523 | 10.68% |
| CONTINUUM WEALTH ADVISORS, LLC | 211,833 | $14,120,788 | 10.00% |