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 | $75,937,277 | -2.0% | 1,196,051 | +2.9% | 3.37% | -3.7% |
| Q2 2023 | $77,498,116 | +32.3% | 1,162,588 | +23.7% | 3.50% | +21.6% |
| Q1 2023 | $58,595,049 | +5.7% | 939,927 | +2.3% | 2.88% | -2.6% |
| Q4 2022 | $55,451,524 | +9.6% | 918,680 | -2.1% | 2.96% | -0.9% |
| Q3 2022 | $50,578,000 | -1.1% | 938,204 | +5.1% | 2.98% | -1.6% |
| Q2 2022 | $51,139,000 | -4.6% | 892,324 | +6.0% | 3.03% | +6.9% |
| Q1 2022 | $53,604,000 | -1.5% | 841,909 | +1.9% | 2.84% | -31.1% |
| Q4 2021 | $54,398,000 | +11.9% | 825,975 | -0.0% | 4.12% | +2.5% |
| Q3 2021 | $48,606,000 | -3.1% | 826,078 | -1.7% | 4.02% | -9.7% |
| Q2 2021 | $50,138,000 | +9.9% | 840,270 | +5.3% | 4.45% | -11.8% |
| Q1 2021 | $45,637,000 | +13.0% | 797,992 | +6.7% | 5.05% | +4.0% |
| Q4 2020 | $40,369,000 | +6.1% | 748,138 | -2.6% | 4.85% | -6.5% |
| Q3 2020 | $38,065,000 | +14.2% | 767,904 | +4.8% | 5.19% | +8.5% |
| Q2 2020 | $33,324,000 | +19.8% | 732,546 | +2.5% | 4.78% | +1.4% |
| Q1 2020 | $27,809,000 | -14.3% | 714,706 | +6.8% | 4.72% | -5.4% |
| Q4 2019 | $32,447,000 | +42.1% | 669,424 | +32.2% | 4.98% | +31.0% |
| Q3 2019 | $22,840,000 | +8.0% | 506,534 | +4.6% | 3.80% | +5.7% |
| Q2 2019 | $21,139,000 | -2.3% | 484,283 | -3.6% | 3.60% | -6.5% |
| Q1 2019 | $21,629,000 | +30.7% | 502,289 | +16.4% | 3.85% | +14.6% |
| Q4 2018 | $16,543,000 | -14.9% | 431,596 | -1.6% | 3.36% | -4.5% |
| Q3 2018 | $19,434,000 | +7.8% | 438,400 | -0.3% | 3.51% | +2.9% |
| Q2 2018 | $18,028,000 | – | 439,604 | – | 3.41% | – |
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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% |