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 | $2,187 | -36.5% | 34,446 | -33.3% | 0.25% | -33.3% |
| Q2 2023 | $3,444 | +108.5% | 51,663 | +94.9% | 0.37% | +92.7% |
| Q1 2023 | $1,652 | -55.2% | 26,508 | -56.6% | 0.19% | -50.4% |
| Q4 2022 | $3,684 | -99.8% | 61,020 | +94.5% | 0.39% | +110.3% |
| Q3 2022 | $1,691,000 | +35.7% | 31,368 | +44.2% | 0.18% | +10.8% |
| Q2 2022 | $1,246,000 | -92.6% | 21,750 | -91.8% | 0.17% | -88.8% |
| Q1 2022 | $16,897,000 | +510.2% | 265,395 | +463.9% | 1.48% | +551.3% |
| Q3 2021 | $2,769,000 | – | 47,068 | – | 0.23% | – |
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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% |