MWA Asset Management - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 563 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is 0.58 and the average weighting 1.0%.

Quarter-by-quarter ownership
MWA Asset Management ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$460,072
+9.5%
5,894
+6.9%
0.33%
+7.9%
Q1 2024$420,145
+56.9%
5,514
+44.8%
0.30%
+37.6%
Q4 2023$267,7103,8090.22%
Other shareholders
WISDOMTREE TR shareholders Q4 2023
NameSharesValueWeighting ↓
INVESTMENT SECURITY GROUP INC /CO/ /ADV 656,319$32,357,00017.18%
Legacy Wealth Planning, LLC 237,599$11,778,00013.46%
Prestige Wealth Management Group LLC 652,652$32,352,0009.77%
TAIYO LIFE INSURANCE CO 850,000$42,135,0008.46%
Clearwater Capital Advisors, LLC 1,023,438$50,732,0007.98%
EisnerAmper Wealth Management Corporate Benefits, LLC 185,245$9,183,0006.04%
BEACON FINANCIAL GROUP 609,072$30,192,0005.40%
One Capital Management, LLC 767,904$38,065,0005.19%
Stratos Investment Management, LLC 236,694$11,733,0004.26%
RVW Wealth, LLC 487,558$24,168,0004.08%
View complete list of WISDOMTREE TR shareholders