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 | $252,258 | +2.4% | 3,232 | 0.0% | 0.18% | +0.6% |
| Q1 2024 | $246,246 | +8.4% | 3,232 | 0.0% | 0.17% | -2.8% |
| Q4 2023 | $227,145 | +5.4% | 3,232 | 0.0% | 0.18% | -0.6% |
| Q2 2023 | $215,445 | +6.9% | 3,232 | 0.0% | 0.18% | +0.6% |
| Q1 2023 | $201,483 | -2.2% | 3,232 | 0.0% | 0.18% | -3.8% |
| Q1 2022 | $206,000 | -3.3% | 3,232 | 0.0% | 0.19% | -2.6% |
| Q4 2021 | $213,000 | – | 3,232 | – | 0.19% | – |
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% |