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 | $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% | – |
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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% |