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 | $160,350 | -3.8% | 2,500 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $166,650 | +6.9% | 2,500 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $155,850 | +3.3% | 2,500 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $150,900 | +11.8% | 2,500 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $135,000 | -5.6% | 2,500 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $143,000 | -10.1% | 2,500 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $159,000 | -3.6% | 2,500 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $165,000 | +7.8% | 2,500 | -3.7% | 0.00% | 0.0% |
| Q3 2021 | $153,000 | -1.3% | 2,596 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $155,000 | +14.8% | 2,596 | +3.8% | 0.00% | 0.0% |
| Q4 2020 | $135,000 | +8.9% | 2,500 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $124,000 | +8.8% | 2,500 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $114,000 | +17.5% | 2,500 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $97,000 | -33.1% | 2,500 | -16.7% | 0.00% | 0.0% |
| Q4 2019 | $145,000 | +7.4% | 3,000 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $135,000 | +3.1% | 3,000 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $131,000 | +1.6% | 3,000 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $129,000 | +12.2% | 3,000 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $115,000 | -13.5% | 3,000 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $133,000 | +52.9% | 3,000 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $87,000 | +3.6% | 3,000 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $84,000 | 0.0% | 3,000 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $84,000 | – | 3,000 | – | 0.00% | – |
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% |