WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 504 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $326,337 | +2.5% | 4,181 | +0.1% | 0.01% | 0.0% |
| Q1 2024 | $318,347 | +8.5% | 4,178 | +0.0% | 0.01% | 0.0% |
| Q4 2023 | $293,490 | +10.8% | 4,176 | +0.1% | 0.01% | 0.0% |
| Q3 2023 | $264,905 | -4.7% | 4,172 | +0.1% | 0.01% | -22.2% |
| Q2 2023 | $277,912 | +5.8% | 4,169 | -1.1% | 0.01% | 0.0% |
| Q1 2023 | $262,765 | -5.8% | 4,215 | -26.7% | 0.01% | -18.2% |
| Q4 2019 | $279,000 | +7.7% | 5,750 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $259,000 | – | 5,750 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 656,319 | $32,357,000 | 17.18% |
| Legacy Wealth Planning, LLC | 237,599 | $11,778,000 | 13.46% |
| Prestige Wealth Management Group LLC | 652,652 | $32,352,000 | 9.77% |
| TAIYO LIFE INSURANCE CO | 850,000 | $42,135,000 | 8.46% |
| Clearwater Capital Advisors, LLC | 1,023,438 | $50,732,000 | 7.98% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 185,245 | $9,183,000 | 6.04% |
| BEACON FINANCIAL GROUP | 609,072 | $30,192,000 | 5.40% |
| One Capital Management, LLC | 767,904 | $38,065,000 | 5.19% |
| Stratos Investment Management, LLC | 236,694 | $11,733,000 | 4.26% |
| RVW Wealth, LLC | 487,558 | $24,168,000 | 4.08% |