JFS WEALTH ADVISORS, LLC - WISDOMTREE TR ownership

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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%.

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Quarter-by-quarter ownership
JFS WEALTH ADVISORS, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$18,095
+96.7%
285
+106.5%
0.00%
+100.0%
Q2 2023$9,200
+6.9%
1380.0%0.00%0.0%
Q1 2023$8,603
+3.3%
1380.0%0.00%0.0%
Q4 2022$8,330
+19.0%
1380.0%0.00%0.0%
Q3 2022$7,000
-12.5%
1380.0%0.00%0.0%
Q2 2022$8,000
-11.1%
1380.0%0.00%0.0%
Q1 2022$9,0000.0%1380.0%0.00%0.0%
Q4 2021$9,000
+12.5%
1380.0%0.00%0.0%
Q3 2021$8,0000.0%1380.0%0.00%0.0%
Q2 2021$8,0000.0%1380.0%0.00%
-50.0%
Q1 2021$8,000
+14.3%
1380.0%0.00%
+100.0%
Q4 2020$7,0000.0%1380.0%0.00%
-50.0%
Q3 2020$7,000
+16.7%
1380.0%0.00%0.0%
Q2 2020$6,000
+20.0%
1380.0%0.00%
+100.0%
Q1 2020$5,000
-28.6%
1380.0%0.00%
-50.0%
Q4 2019$7,000
+16.7%
1380.0%0.00%0.0%
Q3 2019$6,0000.0%1380.0%0.00%0.0%
Q2 2019$6,0000.0%1380.0%0.00%0.0%
Q1 2019$6,000
+20.0%
1380.0%0.00%
+100.0%
Q4 2018$5,000–138–0.00%–
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Other shareholders
WISDOMTREE TR shareholders Q4 2023
NameSharesValueWeighting ↓
Hamilton Capital, LLC 6,386,923$385,514,67024.92%
Choice Wealth Advisors, LLC 347,475$20,973,61715.74%
Prestige Wealth Management Group LLC 901,386$54,407,65314.18%
CONTINUUM WEALTH ADVISORS, LLC 203,510$12,283,86412.20%
Spinnaker Investment Group, LLC 533,425$32,197,53111.45%
Private Wealth Strategies, L.L.C. 692,275$41,786,64611.15%
Aspire Capital Advisors LLC 317,899$19,188,38210.93%
AVAII WEALTH MANAGEMENT, LLC 191,215$11,541,74210.32%
PALO ALTO WEALTH ADVISORS, LLC 193,850$11,700,7869.97%
KB FINANCIAL PARTNERS, LLC 459,114$27,7129.46%
View complete list of WISDOMTREE TR shareholders