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 | $5,387 | +289.5% | 84,853 | +309.0% | 2.19% | +534.2% |
| Q2 2023 | $1,383 | +8.4% | 20,746 | +1.3% | 0.34% | +15.4% |
| Q1 2023 | $1,276 | +59.3% | 20,475 | +54.3% | 0.30% | +23.6% |
| Q4 2022 | $801 | -99.9% | 13,272 | +1.9% | 0.24% | +18.0% |
| Q3 2022 | $702,000 | -0.7% | 13,024 | +6.5% | 0.20% | +10.2% |
| Q2 2022 | $707,000 | -12.3% | 12,229 | -7.3% | 0.19% | -2.1% |
| Q1 2022 | $806,000 | -8.0% | 13,188 | -0.9% | 0.19% | -3.6% |
| Q4 2021 | $876,000 | +3.1% | 13,308 | -7.9% | 0.20% | -17.6% |
| Q3 2021 | $850,000 | +4.8% | 14,444 | +1.9% | 0.24% | -36.8% |
| Q2 2021 | $811,000 | 0.0% | 14,177 | 0.0% | 0.38% | +5.3% |
| Q1 2021 | $811,000 | +6.6% | 14,177 | +0.5% | 0.36% | 0.0% |
| Q4 2020 | $761,000 | – | 14,108 | – | 0.36% | – |
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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% |