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 | $6,001,932 | -4.8% | 94,534 | -0.1% | 0.30% | -7.3% |
| Q2 2023 | $6,305,543 | +1.3% | 94,593 | -5.3% | 0.33% | -7.6% |
| Q1 2023 | $6,225,187 | +3.4% | 99,859 | +0.1% | 0.36% | -6.1% |
| Q4 2022 | $6,022,407 | +64.5% | 99,775 | +46.9% | 0.38% | +36.0% |
| Q3 2022 | $3,661,000 | +7.7% | 67,904 | +14.5% | 0.28% | -7.3% |
| Q2 2022 | $3,399,000 | -28.1% | 59,315 | -20.1% | 0.30% | -16.2% |
| Q1 2022 | $4,725,000 | -31.4% | 74,211 | -29.0% | 0.36% | -29.5% |
| Q4 2021 | $6,885,000 | +6.6% | 104,537 | -4.8% | 0.51% | -3.4% |
| Q3 2021 | $6,460,000 | +6.9% | 109,789 | +8.4% | 0.53% | +37.3% |
| Q2 2021 | $6,043,000 | -18.7% | 101,269 | -22.1% | 0.38% | -28.4% |
| Q1 2021 | $7,436,000 | +5.2% | 130,017 | -0.7% | 0.54% | -8.9% |
| Q4 2020 | $7,066,000 | +53.6% | 130,946 | +41.1% | 0.59% | +27.1% |
| Q3 2020 | $4,600,000 | +128.2% | 92,789 | +109.4% | 0.46% | +67.4% |
| Q2 2020 | $2,016,000 | +154.5% | 44,318 | +117.8% | 0.28% | +142.1% |
| Q1 2020 | $792,000 | -10.3% | 20,347 | +11.7% | 0.11% | +8.6% |
| Q4 2019 | $883,000 | +4.9% | 18,221 | -2.4% | 0.10% | -7.9% |
| Q3 2019 | $842,000 | -9.6% | 18,676 | -12.5% | 0.11% | -15.6% |
| Q2 2019 | $931,000 | +11.6% | 21,332 | +10.2% | 0.14% | -2.9% |
| Q1 2019 | $834,000 | +3.6% | 19,364 | -7.8% | 0.14% | -10.3% |
| Q4 2018 | $805,000 | -30.6% | 21,006 | -19.7% | 0.16% | -38.2% |
| Q3 2018 | $1,160,000 | +11.4% | 26,171 | +3.1% | 0.25% | -5.6% |
| Q2 2018 | $1,041,000 | +14.8% | 25,377 | +10.3% | 0.27% | +9.0% |
| Q1 2018 | $907,000 | +1.2% | 23,014 | +9.0% | 0.24% | +3.0% |
| Q4 2017 | $896,000 | +1623.1% | 21,112 | +1475.5% | 0.24% | +977.3% |
| Q3 2017 | $52,000 | +372.7% | 1,340 | +21.8% | 0.02% | +340.0% |
| Q2 2017 | $11,000 | – | 1,100 | – | 0.01% | – |
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% |