WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 381 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $217,483,971 | +11.3% | 3,425,484 | +16.9% | 0.39% | +14.2% |
| Q2 2023 | $195,340,300 | +1.0% | 2,930,398 | -5.6% | 0.34% | -6.0% |
| Q1 2023 | $193,499,734 | +11.4% | 3,103,942 | +7.8% | 0.37% | +5.2% |
| Q4 2022 | $173,745,384 | +16.7% | 2,878,481 | +4.2% | 0.35% | +5.4% |
| Q3 2022 | $148,858,000 | +7.1% | 2,761,243 | +13.9% | 0.33% | +9.6% |
| Q2 2022 | $138,987,000 | -2.9% | 2,425,169 | +7.8% | 0.30% | +11.9% |
| Q1 2022 | $143,180,000 | +4.1% | 2,248,783 | +7.7% | 0.27% | +5.1% |
| Q4 2021 | $137,545,000 | -3.3% | 2,088,436 | -13.6% | 0.26% | -10.8% |
| Q3 2021 | $142,248,000 | +1.8% | 2,417,533 | +3.3% | 0.29% | +1.1% |
| Q2 2021 | $139,695,000 | +10.2% | 2,341,125 | +5.6% | 0.28% | -0.3% |
| Q1 2021 | $126,753,000 | +31.5% | 2,216,334 | +24.1% | 0.29% | +18.7% |
| Q4 2020 | $96,371,000 | +11.0% | 1,785,972 | +2.0% | 0.24% | -2.8% |
| Q3 2020 | $86,828,000 | +14.9% | 1,751,614 | +5.4% | 0.25% | +3.3% |
| Q2 2020 | $75,575,000 | +36.6% | 1,661,360 | +16.8% | 0.24% | -0.4% |
| Q1 2020 | $55,328,000 | +53.3% | 1,421,944 | +90.9% | 0.24% | +107.8% |
| Q4 2019 | $36,095,000 | +26.4% | 744,674 | +17.6% | 0.12% | +11.5% |
| Q3 2019 | $28,548,000 | +12.2% | 633,142 | +8.7% | 0.10% | +6.1% |
| Q2 2019 | $25,434,000 | +137.5% | 582,670 | +134.3% | 0.10% | +122.7% |
| Q1 2019 | $10,710,000 | +249.0% | 248,719 | +259.2% | 0.04% | +214.3% |
| Q3 2018 | $3,069,000 | +20.2% | 69,239 | +11.2% | 0.01% | +7.7% |
| Q2 2018 | $2,554,000 | +9.8% | 62,288 | +8.1% | 0.01% | 0.0% |
| Q1 2018 | $2,325,000 | -4.2% | 57,602 | -1.7% | 0.01% | -13.3% |
| Q4 2017 | $2,428,000 | +661.1% | 58,616 | +344.1% | 0.02% | +66.7% |
| Q2 2013 | $319,000 | – | 13,200 | – | 0.01% | – |
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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% |