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 | $5,714,584 | +1.1% | 90,008 | +6.1% | 9.52% | +0.8% |
| Q2 2023 | $5,653,168 | +24.1% | 84,806 | +16.0% | 9.44% | +15.7% |
| Q1 2023 | $4,555,258 | +5.2% | 73,083 | +1.9% | 8.16% | -1.4% |
| Q4 2022 | $4,329,541 | +15.6% | 71,729 | +3.2% | 8.27% | +7.3% |
| Q3 2022 | $3,746,000 | -0.7% | 69,482 | +5.5% | 7.71% | +12.4% |
| Q2 2022 | $3,774,000 | +139.9% | 65,858 | +166.6% | 6.86% | +192.0% |
| Q1 2022 | $1,573,000 | – | 24,705 | – | 2.35% | – |
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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% |