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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,213,490 | +49.2% | 79,609 | +45.7% | 0.10% | +45.8% |
| Q1 2024 | $4,163,338 | +10.9% | 54,644 | +2.3% | 0.07% | +2.9% |
| Q4 2023 | $3,754,709 | +991.5% | 53,425 | +886.1% | 0.07% | +900.0% |
| Q3 2023 | $343,989 | -71.5% | 5,418 | -70.1% | 0.01% | -72.0% |
| Q2 2023 | $1,206,901 | -66.5% | 18,105 | -68.6% | 0.02% | -67.9% |
| Q1 2023 | $3,599,478 | +3.9% | 57,739 | +0.6% | 0.08% | -2.5% |
| Q4 2022 | $3,464,027 | +1285.6% | 57,389 | +1138.2% | 0.08% | +1500.0% |
| Q3 2022 | $250,000 | – | 4,635 | – | 0.01% | – |
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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% |