WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 563 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is 0.58 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,006 | +18.6% | 51,320 | +15.8% | 0.05% | +11.4% |
| Q1 2024 | $3,378 | +15.2% | 44,332 | +6.2% | 0.04% | +7.3% |
| Q4 2023 | $2,933 | +17.8% | 41,739 | +6.5% | 0.04% | +5.1% |
| Q3 2023 | $2,489 | -10.2% | 39,198 | -5.7% | 0.04% | -11.4% |
| Q2 2023 | $2,771 | -10.6% | 41,564 | -16.4% | 0.04% | -17.0% |
| Q1 2023 | $3,100 | -99.9% | 49,728 | +3.6% | 0.05% | +3.9% |
| Q4 2022 | $2,898,000 | -99.9% | 48,013 | -3.8% | 0.05% | -5.6% |
| Q3 2022 | $2,691,000,000 | +93990.9% | 49,925 | +0.1% | 0.05% | -1.8% |
| Q2 2022 | $2,860,000 | -4.1% | 49,900 | +6.6% | 0.06% | +5.8% |
| Q1 2022 | $2,982,000 | -99.9% | 46,832 | -16.6% | 0.05% | -20.0% |
| Q4 2021 | $3,697,000,000 | +113061.9% | 56,128 | +1.1% | 0.06% | -1.5% |
| Q3 2021 | $3,267,000 | +82.2% | 55,529 | +84.8% | 0.07% | +73.7% |
| Q2 2021 | $1,793,000 | +37.3% | 30,055 | +31.7% | 0.04% | +18.8% |
| Q1 2021 | $1,306,000 | -51.0% | 22,828 | -53.8% | 0.03% | -56.8% |
| Q4 2020 | $2,667,000 | +6.8% | 49,433 | -1.9% | 0.07% | -11.9% |
| Q3 2020 | $2,497,000 | +8.9% | 50,370 | -0.0% | 0.08% | -3.4% |
| Q2 2020 | $2,292,000 | +16.8% | 50,376 | -0.2% | 0.09% | -47.9% |
| Q1 2020 | $1,963,000 | – | 50,462 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 656,319 | $32,357,000 | 17.18% |
| Legacy Wealth Planning, LLC | 237,599 | $11,778,000 | 13.46% |
| Prestige Wealth Management Group LLC | 652,652 | $32,352,000 | 9.77% |
| TAIYO LIFE INSURANCE CO | 850,000 | $42,135,000 | 8.46% |
| Clearwater Capital Advisors, LLC | 1,023,438 | $50,732,000 | 7.98% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 185,245 | $9,183,000 | 6.04% |
| BEACON FINANCIAL GROUP | 609,072 | $30,192,000 | 5.40% |
| One Capital Management, LLC | 767,904 | $38,065,000 | 5.19% |
| Stratos Investment Management, LLC | 236,694 | $11,733,000 | 4.26% |
| RVW Wealth, LLC | 487,558 | $24,168,000 | 4.08% |