WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 395 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $362,824 | +22.2% | 6,011 | +9.2% | 0.04% | +12.1% |
| Q3 2022 | $297,000 | +12.1% | 5,506 | +19.2% | 0.03% | +17.9% |
| Q2 2022 | $265,000 | -23.6% | 4,619 | -15.2% | 0.03% | -15.2% |
| Q1 2022 | $347,000 | -86.9% | 5,450 | -91.0% | 0.03% | -90.7% |
| Q2 2019 | $2,646,000 | +0.1% | 60,615 | -1.3% | 0.35% | -4.6% |
| Q1 2019 | $2,644,000 | +60.8% | 61,402 | +43.2% | 0.37% | +42.7% |
| Q4 2018 | $1,644,000 | -28.1% | 42,882 | -16.8% | 0.26% | -13.6% |
| Q3 2018 | $2,286,000 | -31.8% | 51,571 | -36.9% | 0.30% | +19.4% |
| Q2 2018 | $3,351,000 | +17.2% | 81,710 | +15.3% | 0.25% | -40.1% |
| Q1 2018 | $2,860,000 | +40.4% | 70,868 | +44.2% | 0.42% | +44.2% |
| Q4 2017 | $2,037,000 | +18.2% | 49,161 | +8.8% | 0.29% | +16.8% |
| Q3 2017 | $1,724,000 | – | 45,187 | – | 0.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 656,319 | $32,357,000 | 17.18% |
| Legacy Wealth Planning, LLC | 237,599 | $11,778,000 | 13.46% |
| Prestige Wealth Management Group LLC | 652,652 | $32,352,000 | 9.77% |
| TAIYO LIFE INSURANCE CO | 850,000 | $42,135,000 | 8.46% |
| Clearwater Capital Advisors, LLC | 1,023,438 | $50,732,000 | 7.98% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 185,245 | $9,183,000 | 6.04% |
| BEACON FINANCIAL GROUP | 609,072 | $30,192,000 | 5.40% |
| One Capital Management, LLC | 767,904 | $38,065,000 | 5.19% |
| Stratos Investment Management, LLC | 236,694 | $11,733,000 | 4.26% |
| RVW Wealth, LLC | 487,558 | $24,168,000 | 4.08% |