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 | $3,837,717 | -0.6% | 60,446 | +4.3% | 0.88% | +1.6% |
| Q2 2023 | $3,862,547 | +11.0% | 57,944 | +3.8% | 0.86% | +5.6% |
| Q1 2023 | $3,479,133 | +0.3% | 55,809 | -3.1% | 0.82% | -32.7% |
| Q4 2022 | $3,469,481 | +8.9% | 57,623 | -2.5% | 1.21% | -3.0% |
| Q3 2022 | $3,187,000 | -11.6% | 59,126 | -0.1% | 1.25% | +2.4% |
| Q2 2022 | $3,607,000 | -2.5% | 59,159 | +1.8% | 1.22% | +10.3% |
| Q1 2022 | $3,699,000 | -2.8% | 58,093 | +0.6% | 1.11% | -1.2% |
| Q4 2021 | $3,805,000 | -2.1% | 57,775 | -6.1% | 1.12% | -3.4% |
| Q3 2021 | $3,886,000 | -3.0% | 61,531 | -6.0% | 1.16% | -7.6% |
| Q2 2021 | $4,005,000 | +5.2% | 65,442 | +0.6% | 1.26% | +4.2% |
| Q1 2021 | $3,807,000 | +15.7% | 65,078 | +6.7% | 1.20% | -3.2% |
| Q4 2020 | $3,290,000 | – | 60,978 | – | 1.24% | – |
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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% |