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 | $11,194,516 | +341.9% | 176,319 | +364.0% | 0.12% | +351.9% |
| Q2 2023 | $2,533,280 | +411.7% | 38,003 | +378.5% | 0.03% | +350.0% |
| Q1 2023 | $495,104 | +3200.7% | 7,942 | +1813.7% | 0.01% | – |
| Q2 2017 | $15,000 | +7.1% | 415 | 0.0% | 0.00% | – |
| Q1 2017 | $14,000 | +7.7% | 415 | 0.0% | 0.00% | – |
| Q4 2016 | $13,000 | -95.6% | 415 | -95.4% | 0.00% | -100.0% |
| Q3 2016 | $293,000 | -83.5% | 9,098 | -83.8% | 0.01% | -86.5% |
| Q2 2016 | $1,771,000 | +10.9% | 56,108 | +9.8% | 0.05% | +4.0% |
| Q1 2016 | $1,597,000 | +21.0% | 51,090 | +17.4% | 0.05% | +16.3% |
| Q4 2015 | $1,320,000 | +198.0% | 43,515 | +181.1% | 0.04% | +168.8% |
| Q3 2015 | $443,000 | +20.7% | 15,482 | +30.7% | 0.02% | +33.3% |
| Q2 2015 | $367,000 | +74.8% | 11,847 | +75.8% | 0.01% | +71.4% |
| Q1 2015 | $210,000 | – | 6,740 | – | 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% |