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 | $14,310,848 | -18.6% | 225,398 | -14.6% | 0.02% | -16.7% |
| Q2 2023 | $17,590,365 | +15.6% | 263,882 | +8.1% | 0.02% | +9.1% |
| Q1 2023 | $15,219,751 | -1.2% | 244,145 | -4.3% | 0.02% | -4.3% |
| Q4 2022 | $15,400,240 | +18.6% | 255,140 | +5.9% | 0.02% | +9.5% |
| Q3 2022 | $12,990,000 | +175.2% | 240,949 | +192.6% | 0.02% | +200.0% |
| Q2 2022 | $4,720,000 | -13.2% | 82,355 | -3.5% | 0.01% | 0.0% |
| Q1 2022 | $5,436,000 | +1.7% | 85,376 | +5.2% | 0.01% | 0.0% |
| Q4 2021 | $5,344,000 | +12.6% | 81,139 | +0.6% | 0.01% | 0.0% |
| Q3 2021 | $4,744,000 | +5.1% | 80,617 | +6.5% | 0.01% | 0.0% |
| Q2 2021 | $4,515,000 | +5.8% | 75,671 | +1.5% | 0.01% | 0.0% |
| Q1 2021 | $4,266,000 | -4.9% | 74,589 | -10.3% | 0.01% | -12.5% |
| Q4 2020 | $4,485,000 | +8.3% | 83,108 | -0.5% | 0.01% | -11.1% |
| Q3 2020 | $4,142,000 | +7.3% | 83,556 | -1.6% | 0.01% | 0.0% |
| Q2 2020 | $3,861,000 | +35.7% | 84,872 | +16.0% | 0.01% | +12.5% |
| Q1 2020 | $2,846,000 | -19.6% | 73,140 | +0.1% | 0.01% | +14.3% |
| Q4 2019 | $3,540,000 | +14.0% | 73,081 | +6.1% | 0.01% | -12.5% |
| Q3 2019 | $3,105,000 | +7.0% | 68,891 | +3.7% | 0.01% | +14.3% |
| Q2 2019 | $2,901,000 | +52.8% | 66,410 | +50.7% | 0.01% | +40.0% |
| Q1 2019 | $1,899,000 | +16.4% | 44,068 | +3.5% | 0.01% | 0.0% |
| Q4 2018 | $1,631,000 | -11.6% | 42,585 | +2.4% | 0.01% | 0.0% |
| Q3 2018 | $1,844,000 | -4.7% | 41,592 | -12.0% | 0.01% | -16.7% |
| Q2 2018 | $1,934,000 | +4.4% | 47,248 | +2.7% | 0.01% | 0.0% |
| Q1 2018 | $1,853,000 | -10.6% | 46,011 | -8.0% | 0.01% | -14.3% |
| Q4 2017 | $2,073,000 | +24.8% | 50,033 | +14.7% | 0.01% | +16.7% |
| Q3 2017 | $1,661,000 | +26.8% | 43,612 | +22.5% | 0.01% | +20.0% |
| Q2 2017 | $1,310,000 | +3.6% | 35,605 | -0.1% | 0.01% | 0.0% |
| Q1 2017 | $1,264,000 | +10.8% | 35,633 | +4.0% | 0.01% | 0.0% |
| Q4 2016 | $1,141,000 | +2.2% | 34,270 | -0.9% | 0.01% | 0.0% |
| Q3 2016 | $1,116,000 | -5.6% | 34,570 | -7.6% | 0.01% | 0.0% |
| Q2 2016 | $1,182,000 | +16.7% | 37,400 | +15.4% | 0.01% | 0.0% |
| Q1 2016 | $1,013,000 | +3.6% | 32,410 | +0.6% | 0.01% | 0.0% |
| Q4 2015 | $978,000 | +6.5% | 32,210 | +0.5% | 0.01% | 0.0% |
| Q3 2015 | $918,000 | -53.6% | 32,060 | -49.7% | 0.01% | 0.0% |
| Q2 2015 | $1,978,000 | +111.8% | 63,720 | +113.4% | 0.01% | 0.0% |
| Q1 2015 | $934,000 | +19.9% | 29,860 | +19.2% | 0.01% | +25.0% |
| Q4 2014 | $779,000 | +31.4% | 25,050 | +23.5% | 0.00% | -20.0% |
| Q3 2014 | $593,000 | +108.8% | 20,280 | +106.9% | 0.01% | +66.7% |
| Q2 2014 | $284,000 | +3.6% | 9,800 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $274,000 | – | 9,800 | – | 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% |