WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 388 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $311,418 | -4.8% | 4,905 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $326,967 | +6.9% | 4,905 | 0.0% | 0.03% | +3.8% |
| Q1 2023 | $305,777 | +1.8% | 4,905 | -1.4% | 0.03% | -3.7% |
| Q4 2022 | $300,291 | +12.0% | 4,975 | 0.0% | 0.03% | +8.0% |
| Q3 2022 | $268,000 | -6.0% | 4,975 | 0.0% | 0.02% | -3.8% |
| Q2 2022 | $285,000 | -12.6% | 4,975 | -2.9% | 0.03% | +4.0% |
| Q1 2022 | $326,000 | -3.6% | 5,125 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $338,000 | +11.9% | 5,125 | 0.0% | 0.02% | +4.2% |
| Q3 2021 | $302,000 | -1.3% | 5,125 | 0.0% | 0.02% | -7.7% |
| Q2 2021 | $306,000 | +2.7% | 5,125 | -1.5% | 0.03% | -3.7% |
| Q1 2021 | $298,000 | +6.0% | 5,205 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $281,000 | +8.1% | 5,205 | -1.0% | 0.03% | 0.0% |
| Q3 2020 | $260,000 | +8.8% | 5,255 | 0.0% | 0.03% | +3.8% |
| Q2 2020 | $239,000 | +17.2% | 5,255 | 0.0% | 0.03% | 0.0% |
| Q1 2020 | $204,000 | -20.6% | 5,255 | -0.9% | 0.03% | -3.7% |
| Q4 2019 | $257,000 | +6.2% | 5,305 | -1.1% | 0.03% | 0.0% |
| Q3 2019 | $242,000 | +3.4% | 5,365 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $234,000 | +1.3% | 5,365 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $231,000 | +12.1% | 5,365 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $206,000 | -17.6% | 5,365 | -4.8% | 0.03% | -3.6% |
| Q3 2018 | $250,000 | +5.9% | 5,635 | -2.1% | 0.03% | 0.0% |
| Q2 2018 | $236,000 | +1.7% | 5,755 | 0.0% | 0.03% | +3.7% |
| Q1 2018 | $232,000 | -2.5% | 5,755 | 0.0% | 0.03% | -3.6% |
| Q4 2017 | $238,000 | +7.2% | 5,755 | -1.1% | 0.03% | +3.7% |
| Q3 2017 | $222,000 | – | 5,820 | – | 0.03% | – |
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% |