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%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,803 | -4.8% | 28,410 | 0.0% | 1.18% | -0.8% |
| Q2 2023 | $1,893 | +6.9% | 28,410 | 0.0% | 1.19% | -1.9% |
| Q1 2023 | $1,771 | +41.8% | 28,410 | +37.2% | 1.22% | +29.6% |
| Q4 2022 | $1,249 | -99.9% | 20,705 | 0.0% | 0.94% | +19.8% |
| Q3 2022 | $1,116,000 | -5.9% | 20,705 | 0.0% | 0.78% | -0.4% |
| Q2 2022 | $1,186,000 | -10.0% | 20,705 | 0.0% | 0.79% | +12.8% |
| Q1 2022 | $1,318,000 | +108.5% | 20,705 | +115.6% | 0.70% | +122.0% |
| Q4 2021 | $632,000 | +29.8% | 9,605 | +16.0% | 0.31% | +22.2% |
| Q3 2021 | $487,000 | -1.4% | 8,280 | 0.0% | 0.26% | -3.4% |
| Q2 2021 | $494,000 | +4.4% | 8,280 | 0.0% | 0.27% | -5.3% |
| Q1 2021 | $473,000 | +6.1% | 8,280 | 0.0% | 0.28% | -4.7% |
| Q4 2020 | $446,000 | +8.8% | 8,280 | 0.0% | 0.30% | -8.1% |
| Q3 2020 | $410,000 | +9.0% | 8,280 | 0.0% | 0.32% | +9.2% |
| Q2 2020 | $376,000 | – | 8,280 | – | 0.29% | – |
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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% |