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 | $334,846 | -16.9% | 5,274 | -12.7% | 0.12% | -14.4% |
| Q2 2023 | $402,893 | +3.6% | 6,044 | -3.1% | 0.14% | 0.0% |
| Q1 2023 | $388,939 | +2.8% | 6,239 | -0.5% | 0.14% | 0.0% |
| Q4 2022 | $378,397 | +11.6% | 6,269 | -0.2% | 0.14% | 0.0% |
| Q3 2022 | $339,000 | -13.3% | 6,282 | -7.9% | 0.14% | -8.6% |
| Q2 2022 | $391,000 | -12.9% | 6,822 | -3.2% | 0.15% | +1.3% |
| Q1 2022 | $449,000 | -4.3% | 7,047 | -1.1% | 0.15% | +2.0% |
| Q4 2021 | $469,000 | +1.7% | 7,122 | -9.2% | 0.15% | -5.8% |
| Q3 2021 | $461,000 | -0.9% | 7,842 | +0.6% | 0.16% | -0.6% |
| Q2 2021 | $465,000 | +0.4% | 7,793 | -3.8% | 0.16% | -6.0% |
| Q1 2021 | $463,000 | -4.5% | 8,098 | -9.9% | 0.17% | -13.0% |
| Q4 2020 | $485,000 | +8.3% | 8,985 | -0.6% | 0.19% | -5.4% |
| Q3 2020 | $448,000 | +8.7% | 9,035 | -0.2% | 0.20% | +3.0% |
| Q2 2020 | $412,000 | +7.9% | 9,055 | -7.6% | 0.20% | -10.5% |
| Q1 2020 | $382,000 | -20.1% | 9,805 | -0.7% | 0.22% | +6.3% |
| Q4 2019 | $478,000 | -14.3% | 9,870 | -20.2% | 0.21% | -24.2% |
| Q3 2019 | $558,000 | +5.3% | 12,375 | +2.9% | 0.27% | +1.5% |
| Q2 2019 | $530,000 | +1.1% | 12,030 | -1.2% | 0.27% | -2.2% |
| Q1 2019 | $524,000 | +11.5% | 12,170 | -0.7% | 0.28% | -1.1% |
| Q4 2018 | $470,000 | -21.7% | 12,260 | -9.4% | 0.28% | -12.9% |
| Q3 2018 | $600,000 | +7.5% | 13,535 | -0.4% | 0.32% | +2.2% |
| Q2 2018 | $558,000 | +6.9% | 13,595 | +5.1% | 0.31% | +4.0% |
| Q1 2018 | $522,000 | +53.1% | 12,930 | +57.1% | 0.30% | +53.8% |
| Q4 2017 | $341,000 | +68.0% | 8,230 | +54.6% | 0.20% | +61.2% |
| Q3 2017 | $203,000 | – | 5,325 | – | 0.12% | – |
Download | ||||||
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% |