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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $442,567 | +10.1% | 6,891 | +12.5% | 0.43% | +6.5% |
| Q2 2023 | $401,790 | +7.5% | 6,125 | +2.8% | 0.40% | -1.0% |
| Q1 2023 | $373,833 | +4.4% | 5,957 | +1.5% | 0.40% | -11.2% |
| Q4 2022 | $358,177 | +2.6% | 5,869 | -7.2% | 0.46% | -7.5% |
| Q3 2022 | $349,000 | -10.5% | 6,325 | -1.4% | 0.49% | -4.1% |
| Q2 2022 | $390,000 | +1.8% | 6,412 | +6.9% | 0.51% | +4.7% |
| Q1 2022 | $383,000 | -0.5% | 6,000 | +2.0% | 0.49% | -3.7% |
| Q4 2021 | $385,000 | +18.8% | 5,880 | +7.0% | 0.51% | +2.6% |
| Q3 2021 | $324,000 | +2.5% | 5,493 | +3.9% | 0.50% | -0.8% |
| Q2 2021 | $316,000 | +3.3% | 5,288 | -0.5% | 0.50% | -8.4% |
| Q1 2021 | $306,000 | -3.5% | 5,317 | -9.6% | 0.55% | -11.8% |
| Q4 2020 | $317,000 | +14.9% | 5,884 | +5.8% | 0.62% | -12.9% |
| Q3 2020 | $276,000 | +13.6% | 5,559 | +3.9% | 0.71% | -9.2% |
| Q2 2020 | $243,000 | +15.7% | 5,352 | +23.7% | 0.78% | +21.6% |
| Q4 2019 | $210,000 | – | 4,325 | – | 0.64% | – |
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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% |