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 | $984 | -72.9% | 15,500 | -71.6% | 0.00% | -60.0% |
| Q2 2023 | $3,633 | +273.4% | 54,500 | +249.4% | 0.01% | +400.0% |
| Q1 2023 | $973 | +96.6% | 15,600 | +90.2% | 0.00% | 0.0% |
| Q4 2022 | $495 | -99.9% | 8,200 | +57.7% | 0.00% | – |
| Q1 2022 | $331,000 | -60.1% | 5,200 | -58.7% | 0.00% | -100.0% |
| Q4 2021 | $830,000 | +220.5% | 12,600 | +186.4% | 0.00% | – |
| Q3 2021 | $259,000 | -74.8% | 4,400 | -75.6% | 0.00% | -100.0% |
| Q1 2021 | $1,029,000 | +197.4% | 18,000 | +136.8% | 0.00% | – |
| Q2 2020 | $346,000 | -62.4% | 7,600 | -60.0% | 0.00% | -100.0% |
| Q4 2019 | $921,000 | +98.9% | 19,000 | +79.2% | 0.00% | – |
| Q2 2019 | $463,000 | +89.0% | 10,600 | +86.0% | 0.00% | – |
| Q1 2019 | $245,000 | -31.8% | 5,700 | -29.6% | 0.00% | – |
| Q3 2018 | $359,000 | +39.7% | 8,100 | +30.6% | 0.00% | – |
| Q4 2017 | $257,000 | – | 6,200 | – | 0.00% | – |
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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% |