WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 493 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.32 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $8,789 | +7.5% | 130 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $8,173 | -5.3% | 130 | 0.0% | 0.00% | -20.0% |
| Q2 2023 | $8,628 | +6.9% | 130 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $8,069 | +2.4% | 130 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $7,880 | +12.6% | 130 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $7,000 | -12.5% | 130 | 0.0% | 0.01% | -16.7% |
| Q2 2022 | $8,000 | 0.0% | 130 | 0.0% | 0.01% | +20.0% |
| Q1 2022 | $8,000 | -11.1% | 130 | 0.0% | 0.01% | -16.7% |
| Q4 2021 | $9,000 | 0.0% | 130 | -8.5% | 0.01% | -14.3% |
| Q3 2021 | $9,000 | +12.5% | 142 | 0.0% | 0.01% | +16.7% |
| Q2 2021 | $8,000 | 0.0% | 142 | 0.0% | 0.01% | -14.3% |
| Q1 2021 | $8,000 | 0.0% | 142 | 0.0% | 0.01% | -12.5% |
| Q4 2020 | $8,000 | +14.3% | 142 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $7,000 | +16.7% | 142 | 0.0% | 0.01% | +14.3% |
| Q2 2020 | $6,000 | 0.0% | 142 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $6,000 | – | 142 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 680,381 | $40,598,000 | 16.05% |
| Legacy Wealth Planning, LLC | 231,598 | $13,819,000 | 15.74% |
| Prestige Wealth Management Group LLC | 768,940 | $45,883,000 | 12.18% |
| Private Wealth Strategies, L.L.C. | 659,226 | $39,336,000 | 10.14% |
| Clearwater Capital Advisors, LLC | 1,183,240 | $70,604,000 | 8.22% |
| TAIYO LIFE INSURANCE CO | 850,000 | $50,720,000 | 8.01% |
| KB FINANCIAL PARTNERS, LLC | 336,263 | $20,065,000 | 7.58% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 191,789 | $11,444,000 | 5.78% |
| JD Financial Services Inc. | 101,722 | $6,070,000 | 5.63% |
| Stratos Investment Management, LLC | 295,403 | $17,627,000 | 4.85% |