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 | $275,974 | -4.7% | 4,347 | +0.0% | 0.13% | 0.0% |
| Q2 2023 | $289,681 | +7.0% | 4,346 | +0.0% | 0.13% | +3.9% |
| Q1 2023 | $270,847 | +3.3% | 4,345 | +0.0% | 0.13% | -1.5% |
| Q4 2022 | $262,189 | +12.0% | 4,344 | +0.0% | 0.13% | +13.0% |
| Q3 2022 | $234,000 | -4.5% | 4,342 | +1.7% | 0.12% | -2.5% |
| Q2 2022 | $245,000 | -3.9% | 4,271 | +6.6% | 0.12% | +14.6% |
| Q1 2022 | $255,000 | +2.8% | 4,007 | +6.6% | 0.10% | +28.8% |
| Q4 2021 | $248,000 | +12.7% | 3,760 | +0.7% | 0.08% | +6.7% |
| Q3 2021 | $220,000 | – | 3,735 | – | 0.08% | – |
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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% |