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 | $44,196,888 | -4.1% | 696,124 | +0.6% | 11.03% | -0.5% |
| Q2 2023 | $46,105,568 | +8.4% | 691,653 | +1.4% | 11.08% | +2.9% |
| Q1 2023 | $42,525,014 | +1.8% | 682,153 | -1.5% | 10.77% | -3.4% |
| Q4 2022 | $41,786,646 | +14.6% | 692,275 | +2.3% | 11.15% | +4.8% |
| Q3 2022 | $36,473,000 | -6.1% | 676,405 | -0.1% | 10.64% | -1.6% |
| Q2 2022 | $38,822,000 | -12.3% | 677,235 | -2.6% | 10.81% | -1.1% |
| Q1 2022 | $44,286,000 | -6.8% | 695,628 | -3.6% | 10.93% | -0.2% |
| Q4 2021 | $47,501,000 | +16.7% | 721,493 | +4.2% | 10.95% | +7.3% |
| Q3 2021 | $40,716,000 | +3.5% | 692,172 | +5.0% | 10.20% | +0.6% |
| Q2 2021 | $39,336,000 | +9.6% | 659,226 | +5.0% | 10.14% | +2.0% |
| Q1 2021 | $35,892,000 | +174.9% | 627,791 | +159.5% | 9.94% | +151.5% |
| Q4 2020 | $13,056,000 | +25.6% | 241,959 | +15.3% | 3.95% | +8.5% |
| Q3 2020 | $10,396,000 | +27.6% | 209,893 | +17.2% | 3.64% | +1.0% |
| Q2 2020 | $8,148,000 | – | 179,095 | – | 3.61% | – |
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% |