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 | $834,894 | -4.4% | 13,150 | +0.4% | 0.09% | -3.3% |
Q2 2023 | $873,246 | +7.3% | 13,100 | +0.3% | 0.09% | -5.2% |
Q1 2023 | $814,160 | +8.2% | 13,060 | +4.8% | 0.10% | +2.1% |
Q4 2022 | $752,387 | +14.9% | 12,465 | +2.6% | 0.09% | +14.6% |
Q3 2022 | $655,000 | -53.1% | 12,145 | -50.2% | 0.08% | -54.2% |
Q2 2022 | $1,398,000 | -8.1% | 24,400 | +2.1% | 0.18% | +11.2% |
Q1 2022 | $1,521,000 | +37.9% | 23,890 | +42.6% | 0.16% | +37.6% |
Q4 2021 | $1,103,000 | +62.2% | 16,755 | +44.9% | 0.12% | +48.1% |
Q3 2021 | $680,000 | +7.4% | 11,560 | +9.1% | 0.08% | +5.3% |
Q2 2021 | $633,000 | +16.6% | 10,600 | +11.6% | 0.08% | +5.6% |
Q1 2021 | $543,000 | +27.2% | 9,495 | +20.0% | 0.07% | +18.3% |
Q4 2020 | $427,000 | +162.0% | 7,915 | +141.3% | 0.06% | +130.8% |
Q3 2020 | $163,000 | +75.3% | 3,280 | +61.2% | 0.03% | +62.5% |
Q2 2020 | $93,000 | – | 2,035 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Hamilton Capital, LLC | 6,386,839 | $344,315,000 | 23.47% |
Choice Wealth Advisors, LLC | 358,468 | $19,325,000 | 16.16% |
Prestige Wealth Management Group LLC | 897,610 | $48,390,000 | 13.60% |
Aspire Capital Advisors LLC | 281,053 | $15,152,000 | 12.01% |
Spinnaker Investment Group, LLC | 523,898 | $28,269,000 | 11.07% |
Legacy Wealth Planning, LLC | 123,570 | $6,662,000 | 11.02% |
Private Wealth Strategies, L.L.C. | 676,405 | $36,473,000 | 10.64% |
KB FINANCIAL PARTNERS, LLC | 535,124 | $28,849,000 | 10.32% |
WADDELL & ASSOCIATES, LLC | 896,528 | $48,332,000 | 9.35% |
Clearwater Capital Advisors, LLC | 1,168,849 | $63,013,000 | 8.70% |