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 | $77,906,902 | -7.0% | 1,227,073 | -2.4% | 0.02% | 0.0% |
Q2 2023 | $83,804,389 | +26.6% | 1,257,192 | +18.4% | 0.02% | +21.1% |
Q1 2023 | $66,217,303 | +9.1% | 1,062,196 | +5.6% | 0.02% | +5.6% |
Q4 2022 | $60,703,750 | +28.0% | 1,005,695 | +14.3% | 0.02% | +20.0% |
Q3 2022 | $47,443,000 | +12.0% | 880,030 | +19.1% | 0.02% | +15.4% |
Q2 2022 | $42,350,000 | -11.7% | 738,972 | -1.9% | 0.01% | +8.3% |
Q1 2022 | $47,940,000 | +3.3% | 752,952 | +6.9% | 0.01% | 0.0% |
Q4 2021 | $46,400,000 | +11.3% | 704,539 | -0.6% | 0.01% | +33.3% |
Q3 2021 | $41,687,000 | -12.8% | 708,481 | -11.6% | 0.01% | -10.0% |
Q2 2021 | $47,811,000 | -5.4% | 801,252 | -9.3% | 0.01% | -9.1% |
Q1 2021 | $50,516,000 | +5.2% | 883,302 | -0.7% | 0.01% | -8.3% |
Q4 2020 | $48,014,000 | -8.5% | 889,795 | -15.9% | 0.01% | -14.3% |
Q3 2020 | $52,446,000 | +16.6% | 1,058,021 | +7.0% | 0.01% | +7.7% |
Q2 2020 | $44,978,000 | -2.1% | 988,732 | -16.3% | 0.01% | -18.8% |
Q1 2020 | $45,944,000 | -5.4% | 1,180,752 | +17.9% | 0.02% | +23.1% |
Q4 2019 | $48,543,000 | +41.1% | 1,001,506 | +31.3% | 0.01% | +30.0% |
Q3 2019 | $34,403,000 | +13.8% | 762,967 | +10.1% | 0.01% | +11.1% |
Q2 2019 | $30,242,000 | +8.4% | 692,809 | +6.9% | 0.01% | +12.5% |
Q1 2019 | $27,905,000 | +2.2% | 648,055 | -9.0% | 0.01% | -11.1% |
Q4 2018 | $27,295,000 | +19.6% | 712,117 | +38.3% | 0.01% | +50.0% |
Q3 2018 | $22,823,000 | +11.0% | 514,847 | +2.7% | 0.01% | 0.0% |
Q2 2018 | $20,559,000 | -19.1% | 501,305 | -20.4% | 0.01% | -25.0% |
Q1 2018 | $25,410,000 | +18.3% | 629,596 | +21.4% | 0.01% | +33.3% |
Q4 2017 | $21,486,000 | +33.8% | 518,602 | +23.3% | 0.01% | +20.0% |
Q3 2017 | $16,057,000 | +18.4% | 420,765 | +14.1% | 0.01% | +25.0% |
Q2 2017 | $13,561,000 | +44.7% | 368,691 | +39.5% | 0.00% | +33.3% |
Q1 2017 | $9,374,000 | +69.4% | 264,208 | +58.9% | 0.00% | +50.0% |
Q4 2016 | $5,533,000 | -24.1% | 166,289 | -26.3% | 0.00% | -33.3% |
Q3 2016 | $7,286,000 | +115.7% | 225,671 | +111.0% | 0.00% | +200.0% |
Q2 2016 | $3,378,000 | +37.7% | 106,969 | +36.3% | 0.00% | 0.0% |
Q1 2016 | $2,454,000 | +9.3% | 78,479 | +6.1% | 0.00% | 0.0% |
Q4 2015 | $2,245,000 | +47.5% | 73,957 | +39.1% | 0.00% | 0.0% |
Q3 2015 | $1,522,000 | +0.3% | 53,178 | +8.7% | 0.00% | 0.0% |
Q2 2015 | $1,518,000 | -19.3% | 48,930 | -18.6% | 0.00% | – |
Q1 2015 | $1,882,000 | +322.9% | 60,086 | +319.0% | 0.00% | – |
Q4 2014 | $445,000 | +61.8% | 14,339 | +52.7% | 0.00% | – |
Q3 2014 | $275,000 | +266.7% | 9,391 | +261.2% | 0.00% | – |
Q2 2014 | $75,000 | -11.8% | 2,600 | -14.8% | 0.00% | – |
Q1 2014 | $85,000 | – | 3,050 | – | 0.00% | – |
Download |
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% |