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%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $830 | -19.7% | 13,090 | -15.5% | 0.05% | -17.7% |
| Q2 2023 | $1,033 | +33.3% | 15,490 | +24.5% | 0.06% | +24.0% |
| Q1 2023 | $775 | +3.2% | 12,440 | 0.0% | 0.05% | 0.0% |
| Q4 2022 | $751 | -99.9% | 12,440 | +1.2% | 0.05% | +4.2% |
| Q3 2022 | $661,000 | +277.7% | 12,293 | +302.7% | 0.05% | +300.0% |
| Q2 2022 | $175,000 | -10.3% | 3,053 | 0.0% | 0.01% | -7.7% |
| Q1 2022 | $195,000 | -3.0% | 3,053 | 0.0% | 0.01% | +8.3% |
| Q4 2021 | $201,000 | +12.9% | 3,053 | +0.8% | 0.01% | 0.0% |
| Q3 2021 | $178,000 | +24.5% | 3,029 | +26.2% | 0.01% | +33.3% |
| Q2 2021 | $143,000 | +4.4% | 2,400 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $137,000 | +6.2% | 2,400 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $129,000 | +8.4% | 2,400 | 0.0% | 0.01% | -10.0% |
| Q3 2020 | $119,000 | +9.2% | 2,400 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $109,000 | -30.6% | 2,400 | -40.5% | 0.01% | -37.5% |
| Q1 2020 | $157,000 | -49.7% | 4,037 | -37.3% | 0.02% | -44.8% |
| Q4 2019 | $312,000 | +7.6% | 6,440 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $290,000 | +25.5% | 6,440 | +21.5% | 0.03% | +20.8% |
| Q2 2019 | $231,000 | +1.3% | 5,299 | 0.0% | 0.02% | -4.0% |
| Q1 2019 | $228,000 | +12.3% | 5,299 | 0.0% | 0.02% | +4.2% |
| Q4 2018 | $203,000 | -13.6% | 5,299 | 0.0% | 0.02% | -4.0% |
| Q3 2018 | $235,000 | +56.7% | 5,299 | +44.7% | 0.02% | +47.1% |
| Q2 2018 | $150,000 | +1.4% | 3,662 | 0.0% | 0.02% | -5.6% |
| Q1 2018 | $148,000 | +49.5% | 3,662 | +52.6% | 0.02% | +50.0% |
| Q4 2017 | $99,000 | +7.6% | 2,400 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $92,000 | +4.5% | 2,400 | 0.0% | 0.01% | -7.7% |
| Q2 2017 | $88,000 | +3.5% | 2,400 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $85,000 | +6.2% | 2,400 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $80,000 | +3.9% | 2,400 | 0.0% | 0.01% | -7.1% |
| Q3 2016 | $77,000 | +1.3% | 2,400 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $76,000 | +1.3% | 2,400 | 0.0% | 0.01% | -6.7% |
| Q1 2016 | $75,000 | +2.7% | 2,400 | 0.0% | 0.02% | 0.0% |
| Q4 2015 | $73,000 | +5.8% | 2,400 | 0.0% | 0.02% | 0.0% |
| Q3 2015 | $69,000 | -6.8% | 2,400 | 0.0% | 0.02% | 0.0% |
| Q2 2015 | $74,000 | -1.3% | 2,400 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $75,000 | 0.0% | 2,400 | 0.0% | 0.02% | -6.2% |
| Q4 2014 | $75,000 | +7.1% | 2,400 | 0.0% | 0.02% | +14.3% |
| Q3 2014 | $70,000 | 0.0% | 2,400 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $70,000 | +4.5% | 2,400 | 0.0% | 0.01% | +7.7% |
| Q1 2014 | $67,000 | 0.0% | 2,400 | 0.0% | 0.01% | -7.1% |
| Q4 2013 | $67,000 | +9.8% | 2,400 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $61,000 | – | 2,400 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WIN ADVISORS, INC | 903,991 | $59,537,000 | 13.64% |
| Prestige Wealth Management Group LLC | 828,549 | $54,568,000 | 13.04% |
| Private Wealth Strategies, L.L.C. | 721,493 | $47,501,000 | 10.95% |
| Legacy Wealth Planning, LLC | 116,045 | $7,643,000 | 8.72% |
| Clearwater Capital Advisors, LLC | 1,172,309 | $77,208,000 | 8.52% |
| KB FINANCIAL PARTNERS, LLC | 433,059 | $28,521,000 | 8.19% |
| TAIYO LIFE INSURANCE CO | 850,000 | $55,981,000 | 7.98% |
| Astoria Portfolio Advisors LLC. | 131,391 | $8,653,000 | 6.86% |
| JD Financial Services Inc. | 119,513 | $7,871,000 | 6.49% |
| WEALTH MANAGEMENT RESOURCES, INC. | 138,585 | $9,127,000 | 5.88% |