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 | $289,070 | -4.8% | 4,553 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $303,503 | -2.2% | 4,553 | -8.5% | 0.03% | -5.7% |
| Q1 2023 | $310,329 | -0.2% | 4,978 | -3.4% | 0.04% | -5.4% |
| Q4 2022 | $311,035 | +9.9% | 5,153 | -1.8% | 0.04% | +2.8% |
| Q3 2022 | $283,000 | -6.0% | 5,245 | 0.0% | 0.04% | -2.7% |
| Q2 2022 | $301,000 | -17.1% | 5,245 | -7.9% | 0.04% | -5.1% |
| Q1 2022 | $363,000 | -11.0% | 5,695 | -8.1% | 0.04% | -4.9% |
| Q4 2021 | $408,000 | -12.1% | 6,195 | -21.5% | 0.04% | -21.2% |
| Q3 2021 | $464,000 | -1.5% | 7,890 | -0.0% | 0.05% | -1.9% |
| Q2 2021 | $471,000 | -0.2% | 7,891 | -4.4% | 0.05% | -7.0% |
| Q1 2021 | $472,000 | -10.4% | 8,256 | -15.5% | 0.06% | -17.4% |
| Q4 2020 | $527,000 | +7.1% | 9,771 | -1.6% | 0.07% | 0.0% |
| Q3 2020 | $492,000 | -20.9% | 9,931 | -27.4% | 0.07% | -25.8% |
| Q2 2020 | $622,000 | -23.8% | 13,675 | -34.8% | 0.09% | -35.0% |
| Q1 2020 | $816,000 | -35.1% | 20,970 | -19.2% | 0.14% | -18.3% |
| Q4 2019 | $1,258,000 | +8.0% | 25,960 | +0.5% | 0.18% | +1.2% |
| Q3 2019 | $1,165,000 | -6.0% | 25,834 | -9.0% | 0.17% | -8.5% |
| Q2 2019 | $1,240,000 | +0.6% | 28,404 | -0.8% | 0.19% | -2.1% |
| Q1 2019 | $1,232,000 | +27.8% | 28,619 | +13.8% | 0.19% | +9.7% |
| Q4 2018 | $964,000 | -18.0% | 25,139 | -5.2% | 0.18% | -5.9% |
| Q3 2018 | $1,175,000 | +18.0% | 26,512 | +9.2% | 0.19% | +10.7% |
| Q2 2018 | $996,000 | +5.5% | 24,281 | +3.8% | 0.17% | +2.4% |
| Q1 2018 | $944,000 | +14.7% | 23,395 | +17.8% | 0.16% | +17.9% |
| Q4 2017 | $823,000 | +41.4% | 19,856 | +30.2% | 0.14% | +37.3% |
| Q3 2017 | $582,000 | +32.0% | 15,249 | +27.1% | 0.10% | +3.0% |
| Q2 2017 | $441,000 | +64.6% | 11,999 | +58.9% | 0.10% | +59.7% |
| Q1 2017 | $268,000 | – | 7,550 | – | 0.06% | – |
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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% |