WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 493 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.32 and the average weighting 1.0%.
| 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% |
| CONTINUUM WEALTH ADVISORS, LLC | 216,626 | $13,753,585 | 9.69% |
| BKA Wealth Consulting, Inc. | 90,008 | $5,714,584 | 9.52% |
| Legacy Financial Advisors, Inc. | 720,160 | $45,722,956 | 9.15% |
| Family Capital Management, Inc. | 217,916 | $13,835,504 | 9.13% |
| KB FINANCIAL PARTNERS, LLC | 457,422 | $29,402 | 8.41% |
| Melone Private Wealth, LLC | 184,994 | $11,745,274 | 8.40% |
| Amplius Wealth Advisors, LLC | 937,698 | $59,538,684 | 7.98% |
| WADDELL & ASSOCIATES, LLC | 856,735 | $54,394,131 | 7.96% |
| BCM ADVISORS, LLC | 392,705 | $25,565,096 | 7.58% |
| Cresta Advisors, Ltd. | 153,737 | $9,760,763 | 7.56% |
External links
This page lists WISDOMTREE TR's shareholders in Q3 2023. To view WISDOMTREE TR's shareholder history, click here.