WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 563 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is 0.58 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,436,120 | +27742.6% | 18,400 | -72.8% | 0.00% | -75.0% |
| Q1 2024 | $5,158 | -21.8% | 67,700 | -27.8% | 0.01% | -20.0% |
| Q4 2023 | $6,592 | +569.9% | 93,800 | +505.2% | 0.01% | +400.0% |
| Q3 2023 | $984 | -72.9% | 15,500 | -71.6% | 0.00% | -60.0% |
| Q2 2023 | $3,633 | +273.4% | 54,500 | +249.4% | 0.01% | +400.0% |
| Q1 2023 | $973 | +96.6% | 15,600 | +90.2% | 0.00% | 0.0% |
| Q4 2022 | $495 | -99.9% | 8,200 | +57.7% | 0.00% | – |
| Q1 2022 | $331,000 | -60.1% | 5,200 | -58.7% | 0.00% | -100.0% |
| Q4 2021 | $830,000 | +220.5% | 12,600 | +186.4% | 0.00% | – |
| Q3 2021 | $259,000 | -74.8% | 4,400 | -75.6% | 0.00% | -100.0% |
| Q1 2021 | $1,029,000 | +197.4% | 18,000 | +136.8% | 0.00% | – |
| Q2 2020 | $346,000 | -62.4% | 7,600 | -60.0% | 0.00% | -100.0% |
| Q4 2019 | $921,000 | +98.9% | 19,000 | +79.2% | 0.00% | – |
| Q2 2019 | $463,000 | +89.0% | 10,600 | +86.0% | 0.00% | – |
| Q1 2019 | $245,000 | -31.8% | 5,700 | -29.6% | 0.00% | – |
| Q3 2018 | $359,000 | +39.7% | 8,100 | +30.6% | 0.00% | – |
| Q4 2017 | $257,000 | – | 6,200 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 7,102,602 | $554,358,054 | 42.10% |
| Team Financial Group, LLC | 333,549 | $26,033,538 | 16.73% |
| IAM Advisory, LLC | 772,359 | $60,282,608 | 16.34% |
| Choice Wealth Advisors, LLC | 333,082 | $25,997,042 | 13.79% |
| Fiduciary Planning LLC | 483,617 | $37,746,300 | 13.51% |
| Spinnaker Investment Group, LLC | 569,993 | $44,487,942 | 12.26% |
| Prestige Wealth Management Group LLC | 671,769 | $52,431,570 | 11.32% |
| Private Wealth Strategies, L.L.C. | 722,050 | $56,355,997 | 11.31% |
| PALO ALTO WEALTH ADVISORS, LLC | 205,530 | $16,041,640 | 11.09% |
| Boyce & Associates Wealth Consulting, Inc. | 120,233 | $9,384,150 | 11.02% |