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 ↓ |
|---|---|---|---|
| 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% |