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 | $14,171,603 | -5.0% | 223,210 | -0.2% | 0.48% | -1.0% |
| Q2 2023 | $14,910,442 | +2.0% | 223,679 | -4.6% | 0.49% | -4.1% |
| Q1 2023 | $14,622,346 | +1.7% | 234,558 | -1.6% | 0.51% | 0.0% |
| Q4 2022 | $14,381,917 | +6.6% | 238,269 | -4.8% | 0.51% | +1.6% |
| Q3 2022 | $13,494,000 | -55.1% | 250,314 | -52.3% | 0.50% | -6.3% |
| Q2 2022 | $30,052,000 | +85.9% | 524,384 | +106.6% | 0.54% | +5.1% |
| Q1 2022 | $16,164,000 | +1.1% | 253,867 | +4.5% | 0.51% | +5.8% |
| Q4 2021 | $15,995,000 | +14.4% | 242,859 | +2.2% | 0.48% | +5.2% |
| Q3 2021 | $13,987,000 | -3.1% | 237,705 | -1.7% | 0.46% | -5.0% |
| Q2 2021 | $14,428,000 | -1.9% | 241,798 | -5.9% | 0.48% | -11.2% |
| Q1 2021 | $14,702,000 | +7.5% | 257,071 | +1.4% | 0.54% | +8.8% |
| Q4 2020 | $13,678,000 | +8.8% | 253,487 | -0.1% | 0.50% | -8.1% |
| Q3 2020 | $12,575,000 | +5.2% | 253,683 | -3.4% | 0.54% | +3.4% |
| Q2 2020 | $11,948,000 | +3.7% | 262,646 | -11.3% | 0.53% | -3.8% |
| Q1 2020 | $11,518,000 | -26.0% | 296,004 | -7.9% | 0.55% | +26.3% |
| Q4 2019 | $15,572,000 | +1.4% | 321,275 | -5.7% | 0.43% | +7.2% |
| Q3 2019 | $15,359,000 | -0.9% | 340,620 | -4.1% | 0.40% | +3.1% |
| Q2 2019 | $15,501,000 | -5.1% | 355,123 | -6.4% | 0.39% | -5.1% |
| Q1 2019 | $16,340,000 | +15.5% | 379,459 | +2.8% | 0.41% | +14.4% |
| Q4 2018 | $14,144,000 | -10.6% | 368,994 | +3.3% | 0.36% | -5.0% |
| Q3 2018 | $15,828,000 | +7.7% | 357,043 | -0.4% | 0.38% | +8.6% |
| Q2 2018 | $14,695,000 | +0.8% | 358,332 | -0.8% | 0.35% | -6.2% |
| Q1 2018 | $14,572,000 | +28.6% | 361,046 | +32.0% | 0.37% | +26.9% |
| Q4 2017 | $11,328,000 | – | 273,424 | – | 0.29% | – |
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% |