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 | $28,127,190 | +261.9% | 443,017 | +280.0% | 0.04% | +270.0% |
Q2 2023 | $7,771,612 | +31.9% | 116,586 | +23.4% | 0.01% | +25.0% |
Q1 2023 | $5,889,873 | +6.1% | 94,480 | +2.7% | 0.01% | 0.0% |
Q4 2022 | $5,551,931 | +19.2% | 91,977 | +6.5% | 0.01% | 0.0% |
Q3 2022 | $4,656,000 | +4.2% | 86,367 | +10.8% | 0.01% | 0.0% |
Q2 2022 | $4,467,000 | +193.5% | 77,940 | +225.9% | 0.01% | +300.0% |
Q1 2022 | $1,522,000 | -10.3% | 23,912 | -7.1% | 0.00% | -33.3% |
Q4 2021 | $1,696,000 | +25.3% | 25,749 | +11.9% | 0.00% | +50.0% |
Q3 2021 | $1,354,000 | +12.6% | 23,010 | +14.2% | 0.00% | 0.0% |
Q2 2021 | $1,203,000 | +6.3% | 20,156 | +1.8% | 0.00% | 0.0% |
Q1 2021 | $1,132,000 | +2.5% | 19,800 | -3.2% | 0.00% | -33.3% |
Q4 2020 | $1,104,000 | +5.4% | 20,461 | -3.3% | 0.00% | 0.0% |
Q3 2020 | $1,047,000 | +12.9% | 21,149 | +3.9% | 0.00% | 0.0% |
Q2 2020 | $927,000 | -27.9% | 20,362 | -38.3% | 0.00% | -40.0% |
Q1 2020 | $1,285,000 | -43.2% | 33,020 | -29.3% | 0.01% | -37.5% |
Q4 2019 | $2,264,000 | +27.7% | 46,711 | +18.8% | 0.01% | +14.3% |
Q3 2019 | $1,773,000 | +3.1% | 39,324 | -0.2% | 0.01% | 0.0% |
Q2 2019 | $1,720,000 | +577.2% | 39,401 | +568.8% | 0.01% | +600.0% |
Q1 2019 | $254,000 | -8.6% | 5,891 | -18.7% | 0.00% | 0.0% |
Q4 2018 | $278,000 | -3.5% | 7,245 | +11.5% | 0.00% | 0.0% |
Q3 2018 | $288,000 | +8.3% | 6,495 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $266,000 | +1.5% | 6,495 | 0.0% | 0.00% | -50.0% |
Q1 2018 | $262,000 | +6.5% | 6,495 | +9.2% | 0.00% | 0.0% |
Q4 2017 | $246,000 | -18.0% | 5,949 | -24.3% | 0.00% | 0.0% |
Q3 2017 | $300,000 | +54.6% | 7,854 | +48.8% | 0.00% | 0.0% |
Q2 2017 | $194,000 | +26.0% | 5,278 | +22.0% | 0.00% | +100.0% |
Q1 2017 | $154,000 | +65.6% | 4,325 | +55.4% | 0.00% | 0.0% |
Q4 2016 | $93,000 | +36.8% | 2,783 | +29.0% | 0.00% | 0.0% |
Q2 2016 | $68,000 | +88.9% | 2,158 | +80.1% | 0.00% | 0.0% |
Q4 2015 | $36,000 | – | 1,198 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
INVESTMENT SECURITY GROUP INC /CO/ /ADV | 680,381 | $40,598,000 | 16.05% |
Legacy Wealth Planning, LLC | 231,598 | $13,819,000 | 15.74% |
Prestige Wealth Management Group LLC | 768,940 | $45,883,000 | 12.18% |
Private Wealth Strategies, L.L.C. | 659,226 | $39,336,000 | 10.14% |
Clearwater Capital Advisors, LLC | 1,183,240 | $70,604,000 | 8.22% |
TAIYO LIFE INSURANCE CO | 850,000 | $50,720,000 | 8.01% |
KB FINANCIAL PARTNERS, LLC | 336,263 | $20,065,000 | 7.58% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 191,789 | $11,444,000 | 5.78% |
JD Financial Services Inc. | 101,722 | $6,070,000 | 5.63% |
Stratos Investment Management, LLC | 295,403 | $17,627,000 | 4.85% |