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 | $486,599 | +9.2% | 7,664 | +14.7% | 0.00% | +33.3% |
| Q2 2023 | $445,557 | +6.9% | 6,684 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $416,692 | +3.3% | 6,684 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $403,458 | -2.5% | 6,684 | -13.0% | 0.00% | 0.0% |
| Q3 2022 | $414,000 | -9.2% | 7,684 | -3.5% | 0.00% | 0.0% |
| Q2 2022 | $456,000 | -10.1% | 7,960 | -0.0% | 0.00% | 0.0% |
| Q1 2022 | $507,000 | -3.2% | 7,962 | +0.0% | 0.00% | 0.0% |
| Q4 2021 | $524,000 | +10.1% | 7,960 | -1.6% | 0.00% | 0.0% |
| Q3 2021 | $476,000 | +0.2% | 8,086 | +1.6% | 0.00% | 0.0% |
| Q2 2021 | $475,000 | -9.0% | 7,960 | -12.8% | 0.00% | -25.0% |
| Q1 2021 | $522,000 | +20.8% | 9,131 | +14.1% | 0.00% | 0.0% |
| Q4 2020 | $432,000 | +107.7% | 8,006 | +49.4% | 0.00% | +33.3% |
| Q1 2020 | $208,000 | -0.5% | 5,357 | +24.3% | 0.00% | +50.0% |
| Q4 2019 | $209,000 | – | 4,311 | – | 0.00% | – |
Download | ||||||
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% |