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 | $292,054 | -4.8% | 4,600 | 0.0% | 0.21% | -1.9% |
| Q2 2023 | $306,636 | +6.9% | 4,600 | 0.0% | 0.21% | -10.1% |
| Q1 2023 | $286,764 | +3.3% | 4,600 | 0.0% | 0.24% | -3.3% |
| Q4 2022 | $277,656 | +12.0% | 4,600 | 0.0% | 0.25% | -0.8% |
| Q3 2022 | $248,000 | -6.1% | 4,600 | 0.0% | 0.25% | -3.1% |
| Q2 2022 | $264,000 | -9.9% | 4,600 | 0.0% | 0.26% | +3.2% |
| Q1 2022 | $293,000 | -3.3% | 4,600 | 0.0% | 0.25% | -1.6% |
| Q4 2021 | $303,000 | +11.8% | 4,600 | 0.0% | 0.25% | -3.1% |
| Q3 2021 | $271,000 | -1.1% | 4,600 | 0.0% | 0.26% | +7.4% |
| Q2 2021 | $274,000 | +4.2% | 4,600 | 0.0% | 0.24% | +1.7% |
| Q1 2021 | $263,000 | – | 4,600 | – | 0.24% | – |
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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% |