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 | $318,656 | -4.8% | 5,019 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $334,567 | +8.3% | 5,019 | +1.3% | 0.01% | 0.0% |
| Q1 2023 | $309,019 | +3.3% | 4,957 | 0.0% | 0.01% | -9.1% |
| Q4 2022 | $299,205 | +12.1% | 4,957 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $267,000 | -6.0% | 4,957 | 0.0% | 0.01% | -8.3% |
| Q2 2022 | $284,000 | -10.1% | 4,957 | 0.0% | 0.01% | -7.7% |
| Q1 2022 | $316,000 | -3.1% | 4,957 | 0.0% | 0.01% | -7.1% |
| Q4 2021 | $326,000 | +11.6% | 4,957 | 0.0% | 0.01% | -6.7% |
| Q3 2021 | $292,000 | -1.4% | 4,957 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $296,000 | +4.6% | 4,957 | 0.0% | 0.02% | -6.2% |
| Q1 2021 | $283,000 | +6.0% | 4,957 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $267,000 | – | 4,957 | – | 0.02% | – |
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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% |