WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 447 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
INVESTMENT SECURITY GROUP INC /CO/ /ADV | 684,554 | $40,279,000 | 15.99% |
Prestige Wealth Management Group LLC | 797,876 | $46,947,000 | 12.02% |
Private Wealth Strategies, L.L.C. | 692,172 | $40,716,000 | 10.20% |
Legacy Wealth Planning, LLC | 141,835 | $8,346,000 | 9.35% |
KB FINANCIAL PARTNERS, LLC | 395,963 | $23,298,000 | 8.53% |
Clearwater Capital Advisors, LLC | 1,166,158 | $68,617,000 | 7.95% |
TAIYO LIFE INSURANCE CO | 850,000 | $50,014,000 | 7.89% |
JD Financial Services Inc. | 104,678 | $6,159,000 | 5.62% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 182,640 | $10,747,000 | 5.41% |
RVW Wealth, LLC | 592,622 | $35,000,000 | 4.21% |