WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 488 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,778,777 | -6.5% | 59,518 | -1.9% | 1.05% | -1.4% |
| Q2 2023 | $4,043,360 | +12.5% | 60,656 | +5.2% | 1.07% | +7.2% |
| Q1 2023 | $3,592,851 | +12405.1% | 57,633 | +12007.8% | 1.00% | +12362.5% |
| Q4 2022 | $28,731 | +10.5% | 476 | 0.0% | 0.01% | -11.1% |
| Q3 2022 | $26,000 | -3.7% | 476 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $27,000 | -10.0% | 476 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $30,000 | – | 476 | – | 0.01% | – |
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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% |