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 2022 | $470,000 | -6.9% | 8,711 | -1.1% | 0.04% | 0.0% |
| Q2 2022 | $505,000 | -95.3% | 8,806 | -94.8% | 0.04% | -94.5% |
| Q1 2022 | $10,774,000 | +1777.0% | 169,214 | +1842.5% | 0.82% | +1850.0% |
| Q4 2021 | $574,000 | +9.1% | 8,711 | -2.5% | 0.04% | +2.4% |
| Q3 2021 | $526,000 | +1.2% | 8,934 | +2.6% | 0.04% | +2.5% |
| Q2 2021 | $520,000 | +4.4% | 8,711 | 0.0% | 0.04% | -4.8% |
| Q1 2021 | $498,000 | -93.7% | 8,711 | -94.1% | 0.04% | -94.1% |
| Q4 2020 | $7,948,000 | +39.7% | 147,293 | +28.3% | 0.71% | +30.0% |
| Q3 2020 | $5,691,000 | -22.1% | 114,814 | -28.5% | 0.54% | -28.8% |
| Q2 2020 | $7,303,000 | +2054.3% | 160,547 | +1743.0% | 0.76% | +1674.4% |
| Q1 2020 | $339,000 | +50.7% | 8,711 | +87.3% | 0.04% | +95.5% |
| Q4 2019 | $225,000 | +7.1% | 4,652 | 0.0% | 0.02% | +4.8% |
| Q3 2019 | $210,000 | +3.4% | 4,652 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $203,000 | +1.5% | 4,652 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $200,000 | – | 4,652 | – | 0.02% | – |
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% |