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 | $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% | – |
Download |
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% |