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 | $29,402 | -3.6% | 457,422 | -0.0% | 8.41% | +0.4% |
| Q2 2023 | $30,496 | +6.3% | 457,486 | -0.6% | 8.38% | -0.6% |
| Q1 2023 | $28,693 | +3.5% | 460,271 | +0.3% | 8.43% | -10.9% |
| Q4 2022 | $27,712 | -99.9% | 459,114 | -14.2% | 9.46% | -8.3% |
| Q3 2022 | $28,849,000 | +5.1% | 535,124 | +11.8% | 10.32% | +8.8% |
| Q2 2022 | $27,440,000 | -11.5% | 478,800 | -1.7% | 9.48% | +10.8% |
| Q1 2022 | $31,005,000 | +8.7% | 486,969 | +12.4% | 8.56% | +4.6% |
| Q4 2021 | $28,521,000 | +22.4% | 433,059 | +9.4% | 8.19% | -4.0% |
| Q3 2021 | $23,298,000 | +16.1% | 395,963 | +17.8% | 8.53% | +12.4% |
| Q2 2021 | $20,065,000 | +21.8% | 336,263 | +16.8% | 7.58% | +8.3% |
| Q1 2021 | $16,467,000 | – | 287,936 | – | 7.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 684,554 | $40,279,000 | 15.99% |
| Prestige Wealth Management Group LLC | 797,876 | $46,947,000 | 12.02% |
| Private Wealth Strategies, L.L.C. | 692,172 | $40,716,000 | 10.20% |
| Legacy Wealth Planning, LLC | 141,835 | $8,346,000 | 9.35% |
| KB FINANCIAL PARTNERS, LLC | 395,963 | $23,298,000 | 8.53% |
| Clearwater Capital Advisors, LLC | 1,166,158 | $68,617,000 | 7.95% |
| TAIYO LIFE INSURANCE CO | 850,000 | $50,014,000 | 7.89% |
| JD Financial Services Inc. | 104,678 | $6,159,000 | 5.62% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 182,640 | $10,747,000 | 5.41% |
| RVW Wealth, LLC | 592,622 | $35,000,000 | 4.21% |