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 | $1,403,814 | +3.8% | 22,111 | +9.0% | 0.07% | -5.7% |
| Q2 2023 | $1,351,995 | +15.2% | 20,282 | +7.7% | 0.07% | +1.4% |
| Q1 2023 | $1,173,853 | +111.1% | 18,830 | +104.4% | 0.07% | +81.6% |
| Q4 2022 | $555,952 | +156.2% | 9,211 | +129.2% | 0.04% | +123.5% |
| Q3 2022 | $217,000 | -85.1% | 4,019 | -86.6% | 0.02% | -91.4% |
| Q4 2019 | $1,452,000 | -3.0% | 29,950 | -9.8% | 0.20% | -14.7% |
| Q3 2019 | $1,497,000 | -9.4% | 33,195 | -12.3% | 0.23% | -12.8% |
| Q2 2019 | $1,653,000 | +287.1% | 37,870 | +281.5% | 0.27% | +228.4% |
| Q1 2019 | $427,000 | – | 9,927 | – | 0.08% | – |
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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% |