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 | $4,556,837 | -9.8% | 71,772 | -5.3% | 0.48% | -7.0% |
| Q2 2023 | $5,049,498 | +643.8% | 75,750 | +627.9% | 0.51% | +1252.6% |
| Q1 2023 | $678,865 | -5.8% | 10,406 | -12.9% | 0.04% | +18.8% |
| Q4 2022 | $720,869 | +197.9% | 11,943 | +166.1% | 0.03% | +128.6% |
| Q3 2022 | $242,000 | +14.7% | 4,488 | +23.2% | 0.01% | -26.3% |
| Q2 2022 | $211,000 | -71.6% | 3,644 | -68.8% | 0.02% | -54.8% |
| Q1 2022 | $743,000 | +197.2% | 11,669 | +207.6% | 0.04% | +100.0% |
| Q4 2021 | $250,000 | -96.4% | 3,794 | -96.9% | 0.02% | -96.2% |
| Q1 2021 | $6,970,000 | +3385.0% | 121,866 | +3181.3% | 0.56% | +2994.4% |
| Q4 2020 | $200,000 | – | 3,714 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 6,386,923 | $385,514,670 | 24.92% |
| Choice Wealth Advisors, LLC | 347,475 | $20,973,617 | 15.74% |
| Prestige Wealth Management Group LLC | 901,386 | $54,407,653 | 14.18% |
| CONTINUUM WEALTH ADVISORS, LLC | 203,510 | $12,283,864 | 12.20% |
| Spinnaker Investment Group, LLC | 533,425 | $32,197,531 | 11.45% |
| Private Wealth Strategies, L.L.C. | 692,275 | $41,786,646 | 11.15% |
| Aspire Capital Advisors LLC | 317,899 | $19,188,382 | 10.93% |
| AVAII WEALTH MANAGEMENT, LLC | 191,215 | $11,541,742 | 10.32% |
| PALO ALTO WEALTH ADVISORS, LLC | 193,850 | $11,700,786 | 9.97% |
| KB FINANCIAL PARTNERS, LLC | 459,114 | $27,712 | 9.46% |