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 | $1,208,659 | +0.4% | 19,037 | -1.4% | 0.01% | 0.0% |
| Q2 2023 | $1,203,972 | 0.0% | 19,313 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $1,203,972 | -19.2% | 19,313 | -21.8% | 0.01% | -22.2% |
| Q4 2022 | $1,489,805 | +30.5% | 24,682 | +16.5% | 0.01% | +28.6% |
| Q3 2022 | $1,142,000 | +11.3% | 21,188 | +18.3% | 0.01% | +16.7% |
| Q2 2022 | $1,026,000 | +133.7% | 17,917 | +159.4% | 0.01% | +200.0% |
| Q1 2022 | $439,000 | +422.6% | 6,906 | +435.8% | 0.00% | – |
| Q4 2021 | $84,000 | +1580.0% | 1,289 | +1215.3% | 0.00% | – |
| Q2 2021 | $5,000 | 0.0% | 98 | 0.0% | 0.00% | – |
| Q1 2021 | $5,000 | -91.1% | 98 | -91.4% | 0.00% | – |
| Q3 2020 | $56,000 | +80.6% | 1,142 | +63.1% | 0.00% | – |
| Q2 2020 | $31,000 | -84.3% | 700 | -85.5% | 0.00% | -100.0% |
| Q2 2018 | $198,000 | – | 4,827 | – | 0.00% | – |
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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% |