WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 381 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $380,559 | -4.8% | 5,994 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $399,560 | +6.9% | 5,994 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $373,666 | +3.3% | 5,994 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $361,798 | +12.0% | 5,994 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $323,000 | -6.1% | 5,994 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $344,000 | -9.9% | 5,994 | 0.0% | 0.00% | +50.0% |
| Q1 2022 | $382,000 | -3.3% | 5,994 | 0.0% | 0.00% | -33.3% |
| Q4 2021 | $395,000 | +17.9% | 5,994 | +5.3% | 0.00% | +50.0% |
| Q3 2021 | $335,000 | -1.5% | 5,694 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $340,000 | +4.3% | 5,694 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $326,000 | +6.2% | 5,694 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $307,000 | +8.9% | 5,694 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $282,000 | -27.3% | 5,694 | -33.3% | 0.00% | -33.3% |
| Q2 2020 | $388,000 | -73.5% | 8,533 | -77.4% | 0.00% | -81.2% |
| Q1 2020 | $1,466,000 | -12.2% | 37,686 | +9.4% | 0.02% | +23.1% |
| Q4 2019 | $1,670,000 | +7.5% | 34,449 | +0.0% | 0.01% | 0.0% |
| Q3 2019 | $1,553,000 | +24.9% | 34,433 | +20.9% | 0.01% | +8.3% |
| Q2 2019 | $1,243,000 | +4.4% | 28,484 | +3.0% | 0.01% | 0.0% |
| Q1 2019 | $1,191,000 | +1.3% | 27,655 | -9.9% | 0.01% | -7.7% |
| Q4 2018 | $1,176,000 | -3.8% | 30,686 | +11.2% | 0.01% | +18.2% |
| Q3 2018 | $1,223,000 | +27.5% | 27,589 | +18.0% | 0.01% | +22.2% |
| Q2 2018 | $959,000 | +2.6% | 23,387 | +0.9% | 0.01% | 0.0% |
| Q1 2018 | $935,000 | – | 23,173 | – | 0.01% | – |
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% |