WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 447 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $379,607 | -13.5% | 5,979 | -9.1% | 0.00% | 0.0% |
| Q2 2023 | $438,690 | +15.9% | 6,581 | +8.4% | 0.00% | 0.0% |
| Q1 2023 | $378,529 | +57.9% | 6,072 | +52.9% | 0.00% | +100.0% |
| Q4 2022 | $239,750 | +12.0% | 3,972 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $214,000 | -6.1% | 3,972 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $228,000 | -9.9% | 3,972 | -0.1% | 0.00% | 0.0% |
| Q1 2022 | $253,000 | -3.4% | 3,974 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $262,000 | – | 3,974 | – | 0.00% | – |
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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% |