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 | $210 | -4.5% | 3,300 | 0.0% | 0.04% | -4.5% |
| Q2 2023 | $220 | -7.2% | 3,300 | -13.2% | 0.04% | -8.3% |
| Q1 2023 | $237 | -4.0% | 3,800 | -7.3% | 0.05% | -11.1% |
| Q4 2022 | $247 | -99.9% | 4,100 | 0.0% | 0.05% | +3.8% |
| Q3 2022 | $221,000 | -16.3% | 4,100 | -10.9% | 0.05% | -13.3% |
| Q2 2022 | $264,000 | -9.9% | 4,600 | 0.0% | 0.06% | +7.1% |
| Q1 2022 | $293,000 | -3.3% | 4,600 | 0.0% | 0.06% | +1.8% |
| Q4 2021 | $303,000 | +11.8% | 4,600 | 0.0% | 0.06% | +5.8% |
| Q3 2021 | $271,000 | -1.1% | 4,600 | 0.0% | 0.05% | -3.7% |
| Q2 2021 | $274,000 | +4.2% | 4,600 | 0.0% | 0.05% | -6.9% |
| Q1 2021 | $263,000 | +6.0% | 4,600 | 0.0% | 0.06% | 0.0% |
| Q4 2020 | $248,000 | -10.8% | 4,600 | -17.9% | 0.06% | -23.7% |
| Q3 2020 | $278,000 | +9.0% | 5,600 | 0.0% | 0.08% | -1.3% |
| Q2 2020 | $255,000 | +17.0% | 5,600 | 0.0% | 0.08% | -4.9% |
| Q1 2020 | $218,000 | – | 5,600 | – | 0.08% | – |
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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% |