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 | $54,394,131 | -3.3% | 856,735 | +1.5% | 7.96% | -3.6% |
Q2 2023 | $56,241,330 | +10.4% | 843,704 | +3.3% | 8.26% | +3.7% |
Q1 2023 | $50,922,393 | +5.3% | 816,849 | +2.0% | 7.96% | -1.7% |
Q4 2022 | $48,351,289 | +0.0% | 801,049 | -10.6% | 8.10% | -13.4% |
Q3 2022 | $48,332,000 | -5.7% | 896,528 | +0.2% | 9.35% | -10.4% |
Q2 2022 | $51,278,000 | – | 894,745 | – | 10.44% | – |
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% |