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 | $381 | -4.8% | 6,000 | 0.0% | 0.06% | -1.6% |
| Q2 2023 | $400 | +7.0% | 6,000 | 0.0% | 0.06% | +8.8% |
| Q1 2023 | $374 | +3.3% | 6,000 | 0.0% | 0.06% | +7.5% |
| Q4 2022 | $362 | -99.9% | 6,000 | 0.0% | 0.05% | +20.5% |
| Q3 2022 | $323,000 | -6.1% | 6,000 | 0.0% | 0.04% | +2.3% |
| Q2 2022 | $344,000 | -9.9% | 6,000 | 0.0% | 0.04% | +7.5% |
| Q1 2022 | $382,000 | -3.3% | 6,000 | 0.0% | 0.04% | +2.6% |
| Q4 2021 | $395,000 | +11.9% | 6,000 | 0.0% | 0.04% | +2.6% |
| Q3 2021 | $353,000 | -1.4% | 6,000 | 0.0% | 0.04% | +2.7% |
| Q2 2021 | $358,000 | +4.4% | 6,000 | 0.0% | 0.04% | -2.6% |
| Q1 2021 | $343,000 | +5.9% | 6,000 | 0.0% | 0.04% | -5.0% |
| Q4 2020 | $324,000 | -68.9% | 6,000 | -71.4% | 0.04% | -74.5% |
| Q3 2020 | $1,041,000 | +9.0% | 21,000 | 0.0% | 0.16% | -14.7% |
| Q2 2020 | $955,000 | +16.9% | 21,000 | 0.0% | 0.18% | +1.1% |
| Q1 2020 | $817,000 | -19.7% | 21,000 | 0.0% | 0.18% | -5.7% |
| Q4 2019 | $1,018,000 | +7.5% | 21,000 | 0.0% | 0.19% | +10.3% |
| Q3 2019 | $947,000 | +3.3% | 21,000 | 0.0% | 0.18% | -7.9% |
| Q2 2019 | $917,000 | +1.4% | 21,000 | 0.0% | 0.19% | -3.6% |
| Q1 2019 | $904,000 | +12.3% | 21,000 | 0.0% | 0.20% | +2.1% |
| Q4 2018 | $805,000 | – | 21,000 | – | 0.19% | – |
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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% |