WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 433 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 0.24 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $476,175 | -4.8% | 7,500 | 0.0% | 0.11% | -0.9% |
Q2 2023 | $499,950 | +6.9% | 7,500 | 0.0% | 0.11% | -5.2% |
Q1 2023 | $467,550 | +3.3% | 7,500 | 0.0% | 0.12% | -11.5% |
Q4 2022 | $452,700 | +12.1% | 7,500 | 0.0% | 0.13% | +31.3% |
Q3 2022 | $404,000 | -6.0% | 7,500 | 0.0% | 0.10% | -2.0% |
Q2 2022 | $430,000 | -17.6% | 7,500 | -8.5% | 0.10% | +13.5% |
Q1 2022 | $522,000 | -3.3% | 8,200 | 0.0% | 0.09% | +1.1% |
Q4 2021 | $540,000 | +12.0% | 8,200 | 0.0% | 0.09% | +20.5% |
Q3 2021 | $482,000 | -1.4% | 8,200 | 0.0% | 0.07% | +9.0% |
Q2 2021 | $489,000 | +4.3% | 8,200 | 0.0% | 0.07% | -4.3% |
Q1 2021 | $469,000 | +6.1% | 8,200 | 0.0% | 0.07% | +2.9% |
Q4 2020 | $442,000 | +8.9% | 8,200 | 0.0% | 0.07% | -6.8% |
Q3 2020 | $406,000 | +8.8% | 8,200 | 0.0% | 0.07% | -6.4% |
Q2 2020 | $373,000 | +16.9% | 8,200 | 0.0% | 0.08% | -11.4% |
Q1 2020 | $319,000 | -30.7% | 8,200 | -13.7% | 0.09% | -5.4% |
Q4 2019 | $460,000 | +7.5% | 9,500 | 0.0% | 0.09% | -13.9% |
Q3 2019 | $428,000 | +3.1% | 9,500 | 0.0% | 0.11% | +18.7% |
Q2 2019 | $415,000 | +1.5% | 9,500 | 0.0% | 0.09% | +2.2% |
Q1 2019 | $409,000 | +6.8% | 9,500 | -5.0% | 0.09% | -16.0% |
Q4 2018 | $383,000 | -13.5% | 10,000 | 0.0% | 0.11% | +24.7% |
Q3 2018 | $443,000 | +8.0% | 10,000 | 0.0% | 0.08% | +2.4% |
Q2 2018 | $410,000 | +1.5% | 10,000 | 0.0% | 0.08% | +2.5% |
Q1 2018 | $404,000 | -2.4% | 10,000 | 0.0% | 0.08% | -3.6% |
Q4 2017 | $414,000 | +8.4% | 10,000 | 0.0% | 0.08% | +9.1% |
Q3 2017 | $382,000 | – | 10,000 | – | 0.08% | – |
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% |