WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 488 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,666 | -33.5% | 231 | -30.2% | 0.00% | 0.0% |
| Q2 2023 | $22,064 | +53.2% | 331 | +43.3% | 0.00% | 0.0% |
| Q1 2023 | $14,401 | +3.3% | 231 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $13,943 | +16.2% | 231 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $12,000 | -7.7% | 231 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $13,000 | -13.3% | 231 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $15,000 | +7.1% | 231 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $14,000 | +7.7% | 231 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $13,000 | +8.3% | 231 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $12,000 | +9.1% | 231 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $11,000 | 0.0% | 231 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $11,000 | +22.2% | 231 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $9,000 | -18.2% | 231 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $11,000 | +10.0% | 231 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $10,000 | +100.0% | 231 | +100.9% | 0.00% | – |
| Q2 2019 | $5,000 | – | 115 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 680,381 | $40,598,000 | 16.05% |
| Legacy Wealth Planning, LLC | 231,598 | $13,819,000 | 15.74% |
| Prestige Wealth Management Group LLC | 768,940 | $45,883,000 | 12.18% |
| Private Wealth Strategies, L.L.C. | 659,226 | $39,336,000 | 10.14% |
| Clearwater Capital Advisors, LLC | 1,183,240 | $70,604,000 | 8.22% |
| TAIYO LIFE INSURANCE CO | 850,000 | $50,720,000 | 8.01% |
| KB FINANCIAL PARTNERS, LLC | 336,263 | $20,065,000 | 7.58% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 191,789 | $11,444,000 | 5.78% |
| JD Financial Services Inc. | 101,722 | $6,070,000 | 5.63% |
| Stratos Investment Management, LLC | 295,403 | $17,627,000 | 4.85% |