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 | $544,935 | -5.3% | 8,583 | -0.6% | 0.06% | +1.6% |
| Q2 2023 | $575,360 | -17.5% | 8,631 | -22.8% | 0.06% | -8.8% |
| Q1 2023 | $697,250 | +4.7% | 11,185 | +1.4% | 0.07% | +6.2% |
| Q4 2022 | $665,960 | +12.5% | 11,033 | +0.5% | 0.06% | -9.9% |
| Q3 2022 | $592,000 | -3.6% | 10,974 | +2.4% | 0.07% | +16.4% |
| Q2 2022 | $614,000 | -99.9% | 10,716 | +2.5% | 0.06% | +10.9% |
| Q1 2022 | $665,793,000 | -4.4% | 10,457 | -1.1% | 0.06% | -1.8% |
| Q4 2021 | $696,580,000 | +16.3% | 10,577 | +3.9% | 0.06% | +7.7% |
| Q3 2021 | $599,043,000 | +118994.0% | 10,181 | +20.7% | 0.05% | -17.5% |
| Q2 2021 | $503,000 | +1.8% | 8,436 | -2.4% | 0.06% | +21.2% |
| Q1 2021 | $494,000 | +9.5% | 8,644 | +3.5% | 0.05% | -8.8% |
| Q4 2020 | $451,000 | -16.2% | 8,350 | -19.6% | 0.06% | -20.8% |
| Q3 2020 | $538,000 | +13.7% | 10,389 | +0.0% | 0.07% | -6.5% |
| Q2 2020 | $473,000 | -12.4% | 10,388 | -25.1% | 0.08% | -31.9% |
| Q1 2020 | $540,000 | -22.0% | 13,878 | -2.9% | 0.11% | -5.0% |
| Q4 2019 | $692,000 | +21.6% | 14,294 | +9.6% | 0.12% | -48.5% |
| Q2 2019 | $569,000 | +58.5% | 13,037 | +56.2% | 0.23% | +140.6% |
| Q1 2019 | $359,000 | +24.2% | 8,348 | +10.9% | 0.10% | +35.2% |
| Q4 2018 | $289,000 | -36.6% | 7,529 | -26.8% | 0.07% | +9.2% |
| Q3 2018 | $456,000 | +61.7% | 10,289 | +49.4% | 0.06% | -24.4% |
| Q2 2018 | $282,000 | -23.6% | 6,886 | -22.6% | 0.09% | -6.5% |
| Q4 2017 | $369,000 | +51.2% | 8,902 | +39.0% | 0.09% | +15.0% |
| Q3 2017 | $244,000 | +14.6% | 6,406 | +6.7% | 0.08% | -3.6% |
| Q1 2017 | $213,000 | +2.9% | 6,006 | -11.8% | 0.08% | -42.8% |
| Q4 2015 | $207,000 | – | 6,806 | – | 0.14% | – |
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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% |