WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 458 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $416,150 | -97.3% | 5,462 | -97.5% | 0.18% | -97.4% |
| Q4 2023 | $15,388,241 | +759.7% | 218,956 | +571.2% | 6.98% | +191.8% |
| Q2 2023 | $1,789,937 | +3741.1% | 32,622 | +4125.6% | 2.39% | +13976.5% |
| Q4 2022 | $46,599 | -21.0% | 772 | -29.5% | 0.02% | -22.7% |
| Q3 2022 | $59,000 | -42.7% | 1,095 | -38.5% | 0.02% | -89.1% |
| Q2 2022 | $103,000 | -98.1% | 1,780 | -98.0% | 0.20% | -86.1% |
| Q1 2022 | $5,536,000 | -90.7% | 86,950 | -90.4% | 1.45% | -89.3% |
| Q4 2021 | $59,537,000 | – | 903,991 | – | 13.64% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 656,319 | $32,357,000 | 17.18% |
| Legacy Wealth Planning, LLC | 237,599 | $11,778,000 | 13.46% |
| Prestige Wealth Management Group LLC | 652,652 | $32,352,000 | 9.77% |
| TAIYO LIFE INSURANCE CO | 850,000 | $42,135,000 | 8.46% |
| Clearwater Capital Advisors, LLC | 1,023,438 | $50,732,000 | 7.98% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 185,245 | $9,183,000 | 6.04% |
| BEACON FINANCIAL GROUP | 609,072 | $30,192,000 | 5.40% |
| One Capital Management, LLC | 767,904 | $38,065,000 | 5.19% |
| Stratos Investment Management, LLC | 236,694 | $11,733,000 | 4.26% |
| RVW Wealth, LLC | 487,558 | $24,168,000 | 4.08% |