WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 16 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $41,282,087 | -8.8% | 650,214 | -4.3% | 0.59% | -9.1% |
| Q2 2023 | $45,268,606 | +23.9% | 679,097 | +15.9% | 0.65% | +11.5% |
| Q1 2023 | $36,535,417 | +22.3% | 586,067 | +18.4% | 0.58% | +12.3% |
| Q4 2022 | $29,877,777 | +17.9% | 494,993 | +5.3% | 0.52% | +5.1% |
| Q3 2022 | $25,344,000 | -0.5% | 470,109 | +5.8% | 0.50% | +1.9% |
| Q2 2022 | $25,471,000 | -1.4% | 444,443 | +9.6% | 0.49% | +14.9% |
| Q1 2022 | $25,827,000 | +58.1% | 405,632 | +63.5% | 0.42% | +64.6% |
| Q4 2021 | $16,341,000 | +42.6% | 248,118 | +27.4% | 0.26% | +31.1% |
| Q3 2021 | $11,459,000 | +0.8% | 194,754 | +2.3% | 0.20% | 0.0% |
| Q2 2021 | $11,364,000 | +14.4% | 190,450 | +9.7% | 0.20% | -6.7% |
| Q1 2021 | $9,931,000 | +19.5% | 173,643 | +12.8% | 0.21% | +11.1% |
| Q4 2020 | $8,309,000 | +18.9% | 153,989 | +9.2% | 0.19% | +5.0% |
| Q3 2020 | $6,988,000 | +15.8% | 140,971 | +6.2% | 0.18% | +3.4% |
| Q2 2020 | $6,037,000 | +24.7% | 132,719 | +6.6% | 0.17% | 0.0% |
| Q1 2020 | $4,842,000 | -0.5% | 124,446 | +24.0% | 0.17% | +22.5% |
| Q4 2019 | $4,866,000 | – | 100,385 | – | 0.14% | – |
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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% |