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 | $5,123,373 | +11.6% | 80,696 | +17.2% | 0.43% | +10.7% |
| Q2 2023 | $4,589,157 | +42.9% | 68,844 | +33.7% | 0.39% | +30.8% |
| Q1 2023 | $3,210,773 | +16.9% | 51,504 | +13.2% | 0.30% | +6.4% |
| Q4 2022 | $2,746,452 | -35.4% | 45,501 | -42.2% | 0.28% | +15.6% |
| Q3 2022 | $4,250,000 | +86.0% | 78,785 | +97.8% | 0.24% | +85.5% |
| Q2 2022 | $2,285,000 | -6.8% | 39,823 | +3.4% | 0.13% | +10.1% |
| Q1 2022 | $2,452,000 | +107.3% | 38,503 | +113.4% | 0.12% | +1.7% |
| Q4 2021 | $1,183,000 | +9.5% | 18,040 | -0.2% | 0.12% | +5.4% |
| Q2 2021 | $1,080,000 | +28.3% | 18,069 | +22.8% | 0.11% | -1.8% |
| Q1 2021 | $842,000 | -5.3% | 14,715 | -10.7% | 0.11% | -13.1% |
| Q4 2020 | $889,000 | +13.7% | 16,479 | +4.4% | 0.13% | +1.6% |
| Q3 2020 | $782,000 | +3.4% | 15,777 | -5.0% | 0.13% | -6.6% |
| Q2 2020 | $756,000 | +28.1% | 16,616 | +9.9% | 0.14% | +1.5% |
| Q1 2020 | $590,000 | -7.1% | 15,124 | +15.4% | 0.14% | +40.6% |
| Q4 2019 | $635,000 | +8.2% | 13,111 | +0.6% | 0.10% | -21.3% |
| Q3 2019 | $587,000 | +1.4% | 13,036 | -1.9% | 0.12% | +60.5% |
| Q2 2019 | $579,000 | +3.8% | 13,285 | +2.6% | 0.08% | -38.7% |
| Q1 2019 | $558,000 | – | 12,950 | – | 0.12% | – |
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% |