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 | $11,580,394 | -5.0% | 182,397 | -0.2% | 5.60% | -21.1% |
| Q2 2023 | $12,187,571 | +3.0% | 182,831 | -3.7% | 7.09% | -2.6% |
| Q1 2023 | $11,830,393 | +4.1% | 189,772 | +0.8% | 7.28% | -1.2% |
| Q4 2022 | $11,364,019 | +11.6% | 188,270 | -0.4% | 7.37% | +8.8% |
| Q3 2022 | $10,186,000 | -5.0% | 188,949 | +1.0% | 6.78% | +2.7% |
| Q2 2022 | $10,724,000 | +20.5% | 187,120 | +33.9% | 6.60% | +7.3% |
| Q1 2022 | $8,899,000 | -2.5% | 139,766 | +0.9% | 6.15% | +4.6% |
| Q4 2021 | $9,127,000 | – | 138,585 | – | 5.88% | – |
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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% |