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% | – |
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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% |