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 ↓ |
|---|---|---|---|
| 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% |