WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 493 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.32 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,496 | -8.6% | 23,566 | -4.0% | 0.02% | -4.3% |
| Q2 2023 | $1,636 | +8.7% | 24,538 | +1.6% | 0.02% | +4.5% |
| Q1 2023 | $1,505 | +3.3% | 24,144 | 0.0% | 0.02% | +4.8% |
| Q4 2022 | $1,457 | -99.9% | 24,144 | 0.0% | 0.02% | -8.7% |
| Q3 2022 | $1,302,000 | -5.9% | 24,144 | 0.0% | 0.02% | -4.2% |
| Q2 2022 | $1,384,000 | -9.9% | 24,144 | +0.1% | 0.02% | +4.3% |
| Q1 2022 | $1,536,000 | -3.1% | 24,123 | +0.2% | 0.02% | -17.9% |
| Q4 2021 | $1,585,000 | +8.6% | 24,071 | -2.9% | 0.03% | 0.0% |
| Q3 2021 | $1,459,000 | -1.2% | 24,799 | +0.3% | 0.03% | -3.4% |
| Q2 2021 | $1,476,000 | +4.7% | 24,733 | +0.3% | 0.03% | -3.3% |
| Q1 2021 | $1,410,000 | +6.2% | 24,661 | +0.2% | 0.03% | -3.2% |
| Q4 2020 | $1,328,000 | +9.3% | 24,603 | +0.4% | 0.03% | -3.1% |
| Q3 2020 | $1,215,000 | +9.2% | 24,516 | +0.2% | 0.03% | 0.0% |
| Q2 2020 | $1,113,000 | +17.4% | 24,463 | +0.4% | 0.03% | +3.2% |
| Q1 2020 | $948,000 | -19.5% | 24,376 | +0.3% | 0.03% | +3.3% |
| Q4 2019 | $1,178,000 | +7.9% | 24,303 | +0.3% | 0.03% | -14.3% |
| Q3 2019 | $1,092,000 | +3.7% | 24,223 | +0.4% | 0.04% | +6.1% |
| Q2 2019 | $1,053,000 | +11.3% | 24,120 | +9.8% | 0.03% | -17.5% |
| Q1 2019 | $946,000 | +12.6% | 21,969 | +0.2% | 0.04% | -2.4% |
| Q4 2018 | $840,000 | -12.2% | 21,926 | +1.5% | 0.04% | -14.6% |
| Q3 2018 | $957,000 | +27.9% | 21,596 | +18.3% | 0.05% | +23.1% |
| Q2 2018 | $748,000 | +1.9% | 18,251 | +0.3% | 0.04% | -2.5% |
| Q1 2018 | $734,000 | -2.4% | 18,195 | +0.2% | 0.04% | -14.9% |
| Q4 2017 | $752,000 | +8.5% | 18,150 | 0.0% | 0.05% | 0.0% |
| Q3 2017 | $693,000 | -0.4% | 18,150 | -4.0% | 0.05% | -6.0% |
| Q2 2017 | $696,000 | -8.8% | 18,912 | -12.1% | 0.05% | -30.6% |
| Q1 2017 | $763,000 | +24.9% | 21,505 | +17.1% | 0.07% | +9.1% |
| Q4 2016 | $611,000 | – | 18,360 | – | 0.07% | – |
Download | ||||||
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% |