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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,145,038 | +17.9% | 16,293 | +6.5% | 0.18% | +6.4% |
| Q3 2023 | $971,020 | +122.2% | 15,294 | +133.3% | 0.17% | +32.3% |
| Q2 2023 | $436,938 | -50.3% | 6,555 | -53.5% | 0.13% | -13.9% |
| Q1 2023 | $878,551 | -38.5% | 14,093 | -37.5% | 0.15% | +51.0% |
| Q4 2022 | $1,428,251 | +6.3% | 22,560 | +4.0% | 0.10% | +2.0% |
| Q3 2022 | $1,344,000 | +1.5% | 21,689 | +0.3% | 0.10% | +6.5% |
| Q1 2022 | $1,324,000 | – | 21,626 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 7,248,815 | $460,227,274 | 35.24% |
| Choice Wealth Advisors, LLC | 336,710 | $21,377,704 | 15.10% |
| Team Financial Group, LLC | 255,381 | $16,214,120 | 13.39% |
| Spinnaker Investment Group, LLC | 582,453 | $36,979,933 | 12.43% |
| Prestige Wealth Management Group LLC | 759,025 | $48,190,478 | 11.88% |
| Lauer Wealth, LLC | 163,976 | $10,601,035 | 11.44% |
| PALO ALTO WEALTH ADVISORS, LLC | 210,562 | $13,368,581 | 11.16% |
| Private Wealth Strategies, L.L.C. | 696,124 | $44,196,888 | 11.03% |
| Aspire Capital Advisors LLC | 373,037 | $23,684,088 | 10.78% |
| AVAII WEALTH MANAGEMENT, LLC | 205,371 | $13,039,018 | 9.87% |