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 | $1,856 | -10.1% | 29,228 | -5.6% | 0.15% | +36.3% |
| Q2 2023 | $2,064 | +24.9% | 30,970 | +13.1% | 0.11% | +56.9% |
| Q1 2023 | $1,653 | 0.0% | 27,378 | 0.0% | 0.07% | 0.0% |
| Q4 2022 | $1,653 | -99.8% | 27,378 | +74.5% | 0.07% | +89.5% |
| Q3 2022 | $846,000 | +172.0% | 15,689 | +189.3% | 0.04% | +216.7% |
| Q2 2022 | $311,000 | -34.5% | 5,423 | -58.0% | 0.01% | -14.3% |
| Q2 2017 | $475,000 | – | 12,910 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prestige Wealth Management Group LLC | 891,008 | $51,064,000 | 13.85% |
| Aspire Capital Advisors LLC | 274,349 | $15,723,000 | 11.92% |
| Hamilton Capital, LLC | 3,160,451 | $181,125,000 | 11.42% |
| Private Wealth Strategies, L.L.C. | 677,235 | $38,822,000 | 10.81% |
| Spinnaker Investment Group, LLC | 461,119 | $26,427,000 | 10.77% |
| Legacy Wealth Planning, LLC | 127,146 | $7,287,000 | 10.45% |
| WADDELL & ASSOCIATES, LLC | 894,745 | $51,278,000 | 10.44% |
| KB FINANCIAL PARTNERS, LLC | 478,800 | $27,440,000 | 9.48% |
| AVAII WEALTH MANAGEMENT, LLC | 149,415 | $8,563,000 | 9.16% |
| Clearwater Capital Advisors, LLC | 1,126,857 | $64,580,000 | 8.82% |