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 | $44,196,888 | -4.1% | 696,124 | +0.6% | 11.03% | -0.5% |
| Q2 2023 | $46,105,568 | +8.4% | 691,653 | +1.4% | 11.08% | +2.9% |
| Q1 2023 | $42,525,014 | +1.8% | 682,153 | -1.5% | 10.77% | -3.4% |
| Q4 2022 | $41,786,646 | +14.6% | 692,275 | +2.3% | 11.15% | +4.8% |
| Q3 2022 | $36,473,000 | -6.1% | 676,405 | -0.1% | 10.64% | -1.6% |
| Q2 2022 | $38,822,000 | -12.3% | 677,235 | -2.6% | 10.81% | -1.1% |
| Q1 2022 | $44,286,000 | -6.8% | 695,628 | -3.6% | 10.93% | -0.2% |
| Q4 2021 | $47,501,000 | +16.7% | 721,493 | +4.2% | 10.95% | +7.3% |
| Q3 2021 | $40,716,000 | +3.5% | 692,172 | +5.0% | 10.20% | +0.6% |
| Q2 2021 | $39,336,000 | +9.6% | 659,226 | +5.0% | 10.14% | +2.0% |
| Q1 2021 | $35,892,000 | +174.9% | 627,791 | +159.5% | 9.94% | +151.5% |
| Q4 2020 | $13,056,000 | +25.6% | 241,959 | +15.3% | 3.95% | +8.5% |
| Q3 2020 | $10,396,000 | +27.6% | 209,893 | +17.2% | 3.64% | +1.0% |
| Q2 2020 | $8,148,000 | – | 179,095 | – | 3.61% | – |
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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% |