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 | $1,103,893 | +19.3% | 17,387 | +25.3% | 0.06% | +19.6% |
| Q2 2023 | $925,335 | +25.3% | 13,881 | +17.1% | 0.05% | +15.0% |
| Q1 2023 | $738,691 | +2.1% | 11,849 | -1.1% | 0.04% | -9.1% |
| Q4 2022 | $723,378 | +5.9% | 11,984 | +0.5% | 0.04% | -4.3% |
| Q3 2022 | $683,000 | 0.0% | 11,919 | 0.0% | 0.05% | 0.0% |
| Q2 2022 | $683,000 | +45.0% | 11,919 | +66.7% | 0.05% | +64.3% |
| Q4 2021 | $471,000 | +8.3% | 7,151 | -3.4% | 0.03% | +100.0% |
| Q3 2021 | $435,000 | -9.4% | 7,399 | -8.0% | 0.01% | -6.7% |
| Q2 2021 | $480,000 | +5.3% | 8,046 | +0.9% | 0.02% | -6.2% |
| Q1 2021 | $456,000 | – | 7,974 | – | 0.02% | – |
Download | ||||||
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% |