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 | $539,348 | -4.8% | 8,495 | 0.0% | 0.00% | – |
Q2 2023 | $566,277 | +6.9% | 8,495 | 0.0% | 0.00% | – |
Q1 2023 | $529,578 | +3.3% | 8,495 | 0.0% | 0.00% | – |
Q4 2022 | $512,758 | +12.0% | 8,495 | 0.0% | 0.00% | – |
Q3 2022 | $458,000 | -6.0% | 8,495 | 0.0% | 0.00% | – |
Q2 2022 | $487,000 | -10.0% | 8,495 | 0.0% | 0.00% | – |
Q1 2022 | $541,000 | -3.2% | 8,495 | 0.0% | 0.00% | – |
Q4 2021 | $559,000 | +11.8% | 8,495 | 0.0% | 0.00% | – |
Q3 2021 | $500,000 | 0.0% | 8,495 | +1.3% | 0.00% | – |
Q2 2021 | $500,000 | – | 8,386 | – | 0.00% | – |
Download |
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% |