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 | $1,867,495 | -4.8% | 29,414 | 0.0% | 0.36% | +5.2% |
| Q2 2023 | $1,960,737 | +6.9% | 29,414 | 0.0% | 0.34% | -5.0% |
| Q1 2023 | $1,833,669 | +3.3% | 29,414 | 0.0% | 0.36% | -4.2% |
| Q4 2022 | $1,775,429 | +6.4% | 29,414 | -5.0% | 0.38% | +16.0% |
| Q3 2022 | $1,669,000 | -1.0% | 30,968 | +5.3% | 0.33% | +94.0% |
| Q2 2022 | $1,686,000 | -10.0% | 29,414 | 0.0% | 0.17% | +3.1% |
| Q1 2022 | $1,873,000 | -26.5% | 29,414 | -23.9% | 0.16% | -20.9% |
| Q4 2021 | $2,547,000 | +47.1% | 38,669 | +31.5% | 0.21% | +35.5% |
| Q3 2021 | $1,731,000 | -50.7% | 29,414 | -50.0% | 0.15% | -10.6% |
| Q2 2021 | $3,510,000 | +108.7% | 58,828 | +100.0% | 0.17% | -0.6% |
| Q1 2021 | $1,682,000 | +7.8% | 29,414 | +1.8% | 0.17% | -3.9% |
| Q4 2020 | $1,560,000 | +8.5% | 28,894 | +4.2% | 0.18% | +0.6% |
| Q3 2020 | $1,438,000 | +24.9% | 27,738 | +16.9% | 0.18% | -19.5% |
| Q4 2019 | $1,151,000 | +3.6% | 23,729 | -18.1% | 0.22% | -32.9% |
| Q4 2018 | $1,111,000 | -4.8% | 28,977 | +7.0% | 0.33% | +6.5% |
| Q3 2018 | $1,167,000 | +514.2% | 27,083 | +485.7% | 0.31% | +262.4% |
| Q2 2018 | $190,000 | – | 4,624 | – | 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% |