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 | $1,757,418 | -5.3% | 27,615 | -1.8% | 0.14% | -3.4% |
Q2 2023 | $1,855,934 | +6.0% | 28,133 | -1.1% | 0.15% | +2.8% |
Q1 2023 | $1,750,136 | -0.9% | 28,439 | -2.8% | 0.14% | -6.5% |
Q4 2022 | $1,765,288 | -8.8% | 29,246 | -17.3% | 0.15% | -16.8% |
Q3 2022 | $1,935,000 | -6.1% | 35,361 | -1.5% | 0.18% | -3.1% |
Q2 2022 | $2,061,000 | -20.1% | 35,887 | -10.4% | 0.19% | -14.7% |
Q1 2022 | $2,578,000 | – | 40,031 | – | 0.22% | – |
Download |
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% |