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 | $29,601 | -4.3% | 466 | +0.4% | 0.01% | -7.7% |
| Q2 2023 | $30,929 | +114451.9% | 464 | +6.2% | 0.01% | +8.3% |
| Q1 2023 | $27 | +3.8% | 437 | +0.5% | 0.01% | -7.7% |
| Q4 2022 | $26 | -99.9% | 435 | +0.5% | 0.01% | -27.8% |
| Q3 2022 | $23,000 | -4.2% | 433 | +5.6% | 0.02% | +80.0% |
| Q2 2022 | $24,000 | -7.7% | 410 | +0.5% | 0.01% | 0.0% |
| Q1 2022 | $26,000 | -3.7% | 408 | +0.5% | 0.01% | -16.7% |
| Q4 2021 | $27,000 | +22.7% | 406 | +8.6% | 0.01% | +20.0% |
| Q3 2021 | $22,000 | 0.0% | 374 | +0.5% | 0.01% | -9.1% |
| Q2 2021 | $22,000 | +4.8% | 372 | +0.5% | 0.01% | +10.0% |
| Q1 2021 | $21,000 | +10.5% | 370 | +0.5% | 0.01% | +11.1% |
| Q4 2020 | $19,000 | -98.0% | 368 | -98.1% | 0.01% | -98.3% |
| Q3 2020 | $963,000 | +21.7% | 19,430 | +11.7% | 0.54% | +10.0% |
| Q2 2020 | $791,000 | +20.6% | 17,395 | +28.5% | 0.49% | +15.0% |
| Q4 2019 | $656,000 | – | 13,541 | – | 0.43% | – |
Download | ||||||
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% |