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 | $2,092,249 | +16.1% | 32,954 | +21.9% | 0.03% | +18.5% |
Q2 2023 | $1,801,886 | +44.0% | 27,031 | +34.7% | 0.03% | +35.0% |
Q1 2023 | $1,251,288 | +51.8% | 20,072 | +47.0% | 0.02% | +42.9% |
Q4 2022 | $824,457 | +17.6% | 13,659 | +5.0% | 0.01% | +7.7% |
Q3 2022 | $701,000 | +11.6% | 13,009 | +18.7% | 0.01% | +8.3% |
Q2 2022 | $628,000 | -9.4% | 10,963 | +0.8% | 0.01% | +9.1% |
Q1 2022 | $693,000 | -2.7% | 10,877 | +0.6% | 0.01% | 0.0% |
Q4 2021 | $712,000 | +11.1% | 10,810 | -0.8% | 0.01% | 0.0% |
Q3 2021 | $641,000 | -9.3% | 10,900 | -8.0% | 0.01% | -8.3% |
Q2 2021 | $707,000 | -100.0% | 11,848 | -71.0% | 0.01% | -40.0% |
Q1 2021 | $2,332,748,000 | +185185.8% | 40,790 | +74.8% | 0.02% | -25.9% |
Q4 2020 | $1,259,000 | +8.6% | 23,329 | -0.3% | 0.03% | -6.9% |
Q3 2020 | $1,159,000 | +1.8% | 23,388 | -6.5% | 0.03% | -9.4% |
Q2 2020 | $1,138,000 | +11.5% | 25,015 | -4.7% | 0.03% | -13.5% |
Q1 2020 | $1,021,000 | -28.3% | 26,250 | -10.6% | 0.04% | -11.9% |
Q4 2019 | $1,423,000 | +37.6% | 29,376 | +28.1% | 0.04% | +20.0% |
Q3 2019 | $1,034,000 | +44.8% | 22,935 | +40.0% | 0.04% | +34.6% |
Q2 2019 | $714,000 | +18.6% | 16,380 | +17.1% | 0.03% | 0.0% |
Q1 2019 | $602,000 | +568.9% | 13,983 | +586.1% | 0.03% | +550.0% |
Q3 2018 | $90,000 | +7.1% | 2,038 | 0.0% | 0.00% | -20.0% |
Q2 2018 | $84,000 | -41.3% | 2,038 | -42.8% | 0.01% | -50.0% |
Q1 2018 | $143,000 | -2.7% | 3,563 | +0.4% | 0.01% | -9.1% |
Q4 2017 | $147,000 | +9.7% | 3,550 | +0.7% | 0.01% | -21.4% |
Q3 2017 | $134,000 | +4.7% | 3,524 | +1.0% | 0.01% | 0.0% |
Q2 2017 | $128,000 | +4.9% | 3,490 | +0.7% | 0.01% | -22.2% |
Q1 2017 | $122,000 | – | 3,466 | – | 0.02% | – |
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% |