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 ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 162,460 | $6,731,000 | 5.47% |
| Live Your Vision, LLC | 338,810 | $14,768,000 | 4.95% |
| Carroll Financial Associates, Inc. | 1,076,705 | $44,607,000 | 4.88% |
| Clearwater Capital Advisors, LLC | 526,161 | $21,799,000 | 4.78% |
| Blue Edge Capital, LLC | 210,367 | $8,715,505,000 | 3.48% |
| BEACON FINANCIAL GROUP | 388,232 | $16,084,000 | 2.80% |
| Relative Value Partners Group, LLC | 522,466 | $21,646,000 | 2.40% |
| BOSTON FINANCIAL MANGEMENT LLC | 835,107 | $34,598,000 | 2.32% |
| Allen Capital Group, LLC | 128,099 | $5,307,000 | 2.30% |
| BREITER CAPITAL MANAGEMENT INC | 37,828 | $1,567,000 | 2.25% |