WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 447 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,073,612 | -3.0% | 16,910 | +1.8% | 0.44% | 0.0% |
| Q2 2023 | $1,107,081 | +3.2% | 16,608 | -3.5% | 0.44% | +3.5% |
| Q1 2023 | $1,073,121 | +3.3% | 17,214 | +0.0% | 0.43% | -1.4% |
| Q4 2022 | $1,038,932 | +6.8% | 17,212 | +1.4% | 0.43% | +4.6% |
| Q3 2022 | $973,000 | 0.0% | 16,979 | 0.0% | 0.42% | 0.0% |
| Q2 2022 | $973,000 | -7.5% | 16,979 | +2.8% | 0.42% | +5.6% |
| Q1 2022 | $1,052,000 | -10.6% | 16,524 | -7.5% | 0.39% | -10.5% |
| Q4 2021 | $1,177,000 | +0.3% | 17,870 | -10.4% | 0.44% | +0.2% |
| Q3 2021 | $1,173,000 | -3.1% | 19,941 | -1.7% | 0.44% | -0.7% |
| Q2 2021 | $1,211,000 | +4.5% | 20,290 | +0.1% | 0.44% | -6.6% |
| Q1 2021 | $1,159,000 | +4.6% | 20,271 | -1.3% | 0.47% | -2.7% |
| Q4 2020 | $1,108,000 | +14.1% | 20,536 | +4.9% | 0.48% | -2.6% |
| Q3 2020 | $971,000 | +5.7% | 19,580 | -3.1% | 0.50% | -4.4% |
| Q2 2020 | $919,000 | +13.9% | 20,198 | -2.6% | 0.52% | -7.0% |
| Q1 2020 | $807,000 | -34.0% | 20,743 | -17.8% | 0.56% | -29.3% |
| Q4 2019 | $1,223,000 | +21.6% | 25,224 | +13.0% | 0.79% | +9.4% |
| Q3 2019 | $1,006,000 | +184.2% | 22,315 | +141.6% | 0.72% | +124.1% |
| Q2 2019 | $354,000 | -59.1% | 9,237 | -54.1% | 0.32% | -41.4% |
| Q1 2019 | $866,000 | +144.6% | 20,126 | +117.9% | 0.55% | +104.8% |
| Q4 2018 | $354,000 | – | 9,237 | – | 0.27% | – |
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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% |