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 ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 162,460 | $6,731,000 | 5.47% |
| Live Your Vision, LLC | 338,810 | $14,768,000 | 4.95% |
| Carroll Financial Associates, Inc. | 1,076,705 | $44,607,000 | 4.88% |
| Clearwater Capital Advisors, LLC | 526,161 | $21,799,000 | 4.78% |
| Blue Edge Capital, LLC | 210,367 | $8,715,505,000 | 3.48% |
| BEACON FINANCIAL GROUP | 388,232 | $16,084,000 | 2.80% |
| Relative Value Partners Group, LLC | 522,466 | $21,646,000 | 2.40% |
| BOSTON FINANCIAL MANGEMENT LLC | 835,107 | $34,598,000 | 2.32% |
| Allen Capital Group, LLC | 128,099 | $5,307,000 | 2.30% |
| BREITER CAPITAL MANAGEMENT INC | 37,828 | $1,567,000 | 2.25% |