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 | $240,900 | -52.4% | 3,801 | -50.0% | 0.00% | 0.0% |
| Q2 2023 | $506,206 | +108.7% | 7,602 | +100.0% | 0.00% | 0.0% |
| Q1 2023 | $242,582 | -22.5% | 3,801 | -26.8% | 0.00% | -20.0% |
| Q4 2022 | $312,963 | +15.5% | 5,191 | +4.0% | 0.01% | 0.0% |
| Q3 2022 | $271,000 | -2.5% | 4,993 | +2.6% | 0.01% | 0.0% |
| Q2 2022 | $278,000 | -23.4% | 4,867 | -14.9% | 0.01% | 0.0% |
| Q1 2022 | $363,000 | +10.0% | 5,720 | +14.0% | 0.01% | 0.0% |
| Q4 2021 | $330,000 | +4.1% | 5,016 | -7.1% | 0.01% | 0.0% |
| Q3 2021 | $317,000 | -48.0% | 5,400 | -47.4% | 0.01% | -37.5% |
| Q2 2021 | $610,000 | +140.2% | 10,258 | +130.7% | 0.01% | +14.3% |
| Q1 2021 | $254,000 | – | 4,447 | – | 0.01% | – |
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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% |