PALO ALTO WEALTH ADVISORS, LLC - WISDOMTREE TR ownership

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
PALO ALTO WEALTH ADVISORS, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$13,368,581
-2.9%
210,562
+2.0%
11.16%
+1.6%
Q2 2023$13,760,890
+11.1%
206,434
+3.9%
10.98%
+10.7%
Q1 2023$12,388,018
+5.9%
198,717
+2.5%
9.92%
-0.5%
Q4 2022$11,700,786193,8509.97%
Other shareholders
WISDOMTREE TR shareholders Q4 2023
NameSharesValueWeighting ↓
Hamilton Capital, LLC 6,386,923$385,514,67024.92%
Choice Wealth Advisors, LLC 347,475$20,973,61715.74%
Prestige Wealth Management Group LLC 901,386$54,407,65314.18%
CONTINUUM WEALTH ADVISORS, LLC 203,510$12,283,86412.20%
Spinnaker Investment Group, LLC 533,425$32,197,53111.45%
Private Wealth Strategies, L.L.C. 692,275$41,786,64611.15%
Aspire Capital Advisors LLC 317,899$19,188,38210.93%
AVAII WEALTH MANAGEMENT, LLC 191,215$11,541,74210.32%
PALO ALTO WEALTH ADVISORS, LLC 193,850$11,700,7869.97%
KB FINANCIAL PARTNERS, LLC 459,114$27,7129.46%
View complete list of WISDOMTREE TR shareholders