WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 563 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is 0.58 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,416,177 | +15.1% | 82,206 | +12.3% | 1.16% | +8.3% |
| Q1 2024 | $5,576,731 | +32.1% | 73,195 | +21.9% | 1.07% | +20.0% |
| Q4 2023 | $4,220,596 | +10.0% | 60,054 | -0.6% | 0.89% | +1.7% |
| Q3 2023 | $3,837,717 | -0.6% | 60,446 | +4.3% | 0.88% | +1.6% |
| Q2 2023 | $3,862,547 | +11.0% | 57,944 | +3.8% | 0.86% | +5.6% |
| Q1 2023 | $3,479,133 | +0.3% | 55,809 | -3.1% | 0.82% | -32.7% |
| Q4 2022 | $3,469,481 | +8.9% | 57,623 | -2.5% | 1.21% | -3.0% |
| Q3 2022 | $3,187,000 | -11.6% | 59,126 | -0.1% | 1.25% | +2.4% |
| Q2 2022 | $3,607,000 | -2.5% | 59,159 | +1.8% | 1.22% | +10.3% |
| Q1 2022 | $3,699,000 | -2.8% | 58,093 | +0.6% | 1.11% | -1.2% |
| Q4 2021 | $3,805,000 | -2.1% | 57,775 | -6.1% | 1.12% | -3.4% |
| Q3 2021 | $3,886,000 | -3.0% | 61,531 | -6.0% | 1.16% | -7.6% |
| Q2 2021 | $4,005,000 | +5.2% | 65,442 | +0.6% | 1.26% | +4.2% |
| Q1 2021 | $3,807,000 | +15.7% | 65,078 | +6.7% | 1.20% | -3.2% |
| Q4 2020 | $3,290,000 | – | 60,978 | – | 1.24% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 7,102,602 | $554,358,054 | 42.10% |
| Team Financial Group, LLC | 333,549 | $26,033,538 | 16.73% |
| IAM Advisory, LLC | 772,359 | $60,282,608 | 16.34% |
| Choice Wealth Advisors, LLC | 333,082 | $25,997,042 | 13.79% |
| Fiduciary Planning LLC | 483,617 | $37,746,300 | 13.51% |
| Spinnaker Investment Group, LLC | 569,993 | $44,487,942 | 12.26% |
| Prestige Wealth Management Group LLC | 671,769 | $52,431,570 | 11.32% |
| Private Wealth Strategies, L.L.C. | 722,050 | $56,355,997 | 11.31% |
| PALO ALTO WEALTH ADVISORS, LLC | 205,530 | $16,041,640 | 11.09% |
| Boyce & Associates Wealth Consulting, Inc. | 120,233 | $9,384,150 | 11.02% |