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 | $12,506,197 | +31.0% | 160,233 | +27.9% | 0.03% | +32.0% |
| Q1 2024 | $9,545,565 | +21.1% | 125,286 | +11.7% | 0.02% | -3.8% |
| Q4 2023 | $7,881,218 | +826.6% | 112,140 | +737.1% | 0.03% | +550.0% |
| Q3 2023 | $850,572 | +54.3% | 13,397 | +61.9% | 0.00% | +100.0% |
| Q2 2023 | $551,404 | +97.5% | 8,275 | +84.6% | 0.00% | +100.0% |
| Q1 2023 | $279,260 | +25.6% | 4,482 | +21.9% | 0.00% | 0.0% |
| Q4 2022 | $222,337 | – | 3,678 | – | 0.00% | – |
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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% |