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 | $920,908,343 | +22.3% | 14,504,778 | +28.4% | 0.79% | +22.9% |
| Q2 2023 | $752,981,237 | +0.9% | 11,295,848 | -5.6% | 0.64% | -2.1% |
| Q1 2023 | $746,213,545 | +0.8% | 11,970,060 | -2.4% | 0.66% | -7.9% |
| Q4 2022 | $740,273,787 | +16.0% | 12,264,311 | +3.6% | 0.71% | +6.6% |
| Q3 2022 | $637,904,000 | -6.0% | 11,832,784 | -0.1% | 0.67% | +0.2% |
| Q2 2022 | $678,587,000 | -46.2% | 11,840,632 | -40.2% | 0.67% | -39.8% |
| Q1 2022 | $1,261,684,000 | -19.3% | 19,815,992 | -16.5% | 1.11% | -14.5% |
| Q4 2021 | $1,563,514,000 | +12.3% | 23,739,977 | +0.3% | 1.29% | +0.4% |
| Q3 2021 | $1,392,523,000 | +2.9% | 23,666,282 | +4.4% | 1.29% | +5.1% |
| Q2 2021 | $1,352,731,000 | +7.8% | 22,670,195 | +3.4% | 1.23% | +0.7% |
| Q1 2021 | $1,254,420,000 | +10.4% | 21,934,247 | +4.1% | 1.22% | +6.1% |
| Q4 2020 | $1,136,503,000 | +18.0% | 21,061,940 | +8.4% | 1.15% | -3.5% |
| Q3 2020 | $963,393,000 | +226.2% | 19,435,011 | +199.3% | 1.19% | +202.3% |
| Q2 2020 | $295,365,000 | +20.4% | 6,492,931 | +2.9% | 0.39% | +27.2% |
| Q1 2020 | $245,413,000 | -26.6% | 6,307,181 | -8.6% | 0.31% | -6.1% |
| Q4 2019 | $334,371,000 | -3.0% | 6,898,515 | -9.8% | 0.33% | -4.4% |
| Q3 2019 | $344,729,000 | -5.8% | 7,645,335 | -8.8% | 0.34% | -4.2% |
| Q2 2019 | $365,957,000 | -23.5% | 8,383,868 | -24.6% | 0.36% | -25.1% |
| Q1 2019 | $478,638,000 | +10.1% | 11,115,602 | -2.0% | 0.48% | -1.0% |
| Q4 2018 | $434,790,000 | -11.5% | 11,343,330 | +2.4% | 0.48% | +3.9% |
| Q3 2018 | $491,299,000 | +7.3% | 11,082,796 | -0.8% | 0.47% | +3.1% |
| Q2 2018 | $458,050,000 | +2.4% | 11,169,225 | +0.8% | 0.45% | +2.5% |
| Q1 2018 | $447,274,000 | -0.4% | 11,082,103 | +2.2% | 0.44% | +1.1% |
| Q4 2017 | $449,249,000 | +13.3% | 10,843,587 | +4.3% | 0.44% | +5.8% |
| Q3 2017 | $396,568,000 | +7.7% | 10,392,238 | +3.8% | 0.41% | +4.0% |
| Q2 2017 | $368,157,000 | +10.6% | 10,009,706 | +6.7% | 0.40% | +7.3% |
| Q1 2017 | $332,868,000 | +37.1% | 9,381,867 | +28.5% | 0.37% | +33.2% |
| Q4 2016 | $242,845,000 | +181.8% | 7,299,176 | +173.5% | 0.28% | +177.0% |
| Q3 2016 | $86,166,000 | +1154.2% | 2,668,516 | +1126.5% | 0.10% | +1150.0% |
| Q2 2016 | $6,870,000 | +60.0% | 217,569 | +58.5% | 0.01% | +60.0% |
| Q1 2016 | $4,294,000 | – | 137,303 | – | 0.01% | – |
Download | ||||||
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% |