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% | – |
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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% |