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 | $275,974 | -4.7% | 4,347 | +0.0% | 0.13% | 0.0% |
| Q2 2023 | $289,681 | +7.0% | 4,346 | +0.0% | 0.13% | +3.9% |
| Q1 2023 | $270,847 | +3.3% | 4,345 | +0.0% | 0.13% | -1.5% |
| Q4 2022 | $262,189 | +12.0% | 4,344 | +0.0% | 0.13% | +13.0% |
| Q3 2022 | $234,000 | -4.5% | 4,342 | +1.7% | 0.12% | -2.5% |
| Q2 2022 | $245,000 | -3.9% | 4,271 | +6.6% | 0.12% | +14.6% |
| Q1 2022 | $255,000 | +2.8% | 4,007 | +6.6% | 0.10% | +28.8% |
| Q4 2021 | $248,000 | +12.7% | 3,760 | +0.7% | 0.08% | +6.7% |
| Q3 2021 | $220,000 | – | 3,735 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 162,460 | $6,731,000 | 5.47% |
| Live Your Vision, LLC | 338,810 | $14,768,000 | 4.95% |
| Carroll Financial Associates, Inc. | 1,076,705 | $44,607,000 | 4.88% |
| Clearwater Capital Advisors, LLC | 526,161 | $21,799,000 | 4.78% |
| Blue Edge Capital, LLC | 210,367 | $8,715,505,000 | 3.48% |
| BEACON FINANCIAL GROUP | 388,232 | $16,084,000 | 2.80% |
| Relative Value Partners Group, LLC | 522,466 | $21,646,000 | 2.40% |
| BOSTON FINANCIAL MANGEMENT LLC | 835,107 | $34,598,000 | 2.32% |
| Allen Capital Group, LLC | 128,099 | $5,307,000 | 2.30% |
| BREITER CAPITAL MANAGEMENT INC | 37,828 | $1,567,000 | 2.25% |