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 | $36,979,933 | -1.1% | 582,453 | +4.0% | 12.43% | +0.9% |
| Q2 2023 | $37,402,668 | +9.2% | 559,854 | +1.9% | 12.32% | +2.2% |
| Q1 2023 | $34,262,315 | +6.4% | 549,604 | +3.0% | 12.05% | +5.2% |
| Q4 2022 | $32,197,531 | +13.9% | 533,425 | +1.8% | 11.45% | +3.5% |
| Q3 2022 | $28,269,000 | +7.0% | 523,898 | +13.6% | 11.07% | +2.8% |
| Q2 2022 | $26,427,000 | -8.4% | 461,119 | +3.3% | 10.77% | +14.7% |
| Q1 2022 | $28,853,000 | +1613.4% | 446,500 | +1576.7% | 9.39% | +1488.5% |
| Q4 2021 | $1,684,000 | – | 26,629 | – | 0.59% | – |
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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% |