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 | $21,377,704 | -6.2% | 336,710 | -1.5% | 15.10% | -2.6% |
Q2 2023 | $22,780,357 | +3.4% | 341,740 | -3.3% | 15.50% | -3.2% |
Q1 2023 | $22,029,729 | +5.0% | 353,380 | +1.7% | 16.02% | +1.8% |
Q4 2022 | $20,973,617 | +8.5% | 347,475 | -3.1% | 15.74% | -2.6% |
Q3 2022 | $19,325,000 | -17.1% | 358,468 | -2.3% | 16.16% | -12.6% |
Q1 2022 | $23,306,000 | – | 366,729 | – | 18.49% | – |
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% |