WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 16 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,485,324 | -14.5% | 54,896 | -10.3% | 1.78% | -6.9% |
| Q2 2023 | $4,078,134 | +3.7% | 61,178 | -3.0% | 1.91% | -5.4% |
| Q1 2023 | $3,932,262 | -1.7% | 63,078 | -4.8% | 2.02% | +0.1% |
| Q4 2022 | $3,998,864 | +10.3% | 66,250 | -1.5% | 2.01% | +16.0% |
| Q3 2022 | $3,625,000 | -12.6% | 67,247 | -7.1% | 1.74% | +2.3% |
| Q2 2022 | $4,147,000 | -6.8% | 72,356 | -0.5% | 1.70% | -0.6% |
| Q1 2022 | $4,450,000 | -7.2% | 72,732 | -0.1% | 1.71% | -19.2% |
| Q4 2021 | $4,797,000 | +23.5% | 72,833 | +10.3% | 2.11% | -3.0% |
| Q3 2021 | $3,885,000 | +412.5% | 66,032 | +170.9% | 2.18% | +273.8% |
| Q4 2014 | $758,000 | – | 24,374 | – | 0.58% | – |
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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% |