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 | $504,396 | -14.0% | 7,944 | -9.7% | 0.08% | -10.8% |
| Q2 2023 | $586,755 | +5.3% | 8,802 | -1.6% | 0.09% | -1.1% |
| Q1 2023 | $557,437 | -7.9% | 8,942 | -10.8% | 0.09% | -13.0% |
| Q4 2022 | $605,364 | +3.3% | 10,029 | -7.7% | 0.11% | -6.1% |
| Q3 2022 | $586,000 | +1.0% | 10,870 | +7.4% | 0.12% | +4.5% |
| Q2 2022 | $580,000 | +5.8% | 10,124 | +17.7% | 0.11% | +19.6% |
| Q1 2022 | $548,000 | -10.0% | 8,603 | -7.0% | 0.09% | 0.0% |
| Q4 2021 | $609,000 | -1.9% | 9,249 | -12.3% | 0.09% | -14.0% |
| Q3 2021 | $621,000 | -2.4% | 10,546 | -1.1% | 0.11% | -50.9% |
| Q2 2021 | $636,000 | +5.8% | 10,667 | +1.6% | 0.22% | +92.9% |
| Q1 2021 | $601,000 | +5.3% | 10,503 | -0.8% | 0.11% | -1.7% |
| Q4 2020 | $571,000 | +17.7% | 10,589 | +9.4% | 0.12% | +7.5% |
| Q3 2020 | $485,000 | +3.0% | 9,681 | +1.0% | 0.11% | +1.9% |
| Q2 2020 | $471,000 | +97.1% | 9,584 | +70.2% | 0.10% | +87.5% |
| Q1 2020 | $239,000 | +646.9% | 5,630 | +671.2% | 0.06% | +833.3% |
| Q3 2018 | $32,000 | +28.0% | 730 | +21.7% | 0.01% | +50.0% |
| Q2 2018 | $25,000 | +4.2% | 600 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $24,000 | – | 600 | – | 0.00% | – |
Download | ||||||
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% |