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 | $5,839,757 | -3.6% | 91,979 | +1.2% | 0.04% | +15.2% |
Q2 2023 | $6,059,099 | +0.4% | 90,896 | -6.1% | 0.03% | -2.9% |
Q1 2023 | $6,034,300 | +1.3% | 96,797 | -1.9% | 0.03% | +3.0% |
Q4 2022 | $5,955,560 | +11.2% | 98,667 | -0.7% | 0.03% | +3.1% |
Q3 2022 | $5,355,000 | +13.2% | 99,335 | +20.3% | 0.03% | +23.1% |
Q2 2022 | $4,730,000 | -4.1% | 82,539 | +6.6% | 0.03% | +8.3% |
Q1 2022 | $4,931,000 | -4.8% | 77,439 | -1.5% | 0.02% | 0.0% |
Q4 2021 | $5,178,000 | +5.8% | 78,614 | -5.5% | 0.02% | 0.0% |
Q3 2021 | $4,895,000 | -7.2% | 83,199 | -5.9% | 0.02% | -11.1% |
Q2 2021 | $5,274,000 | +5.2% | 88,391 | +0.8% | 0.03% | -3.6% |
Q1 2021 | $5,015,000 | +6.7% | 87,698 | +0.7% | 0.03% | 0.0% |
Q4 2020 | $4,699,000 | +3.2% | 87,085 | -5.2% | 0.03% | -6.7% |
Q3 2020 | $4,553,000 | +13.4% | 91,841 | +4.1% | 0.03% | +3.4% |
Q2 2020 | $4,015,000 | +20.1% | 88,254 | +2.8% | 0.03% | +3.6% |
Q1 2020 | $3,342,000 | -7.2% | 85,883 | +15.6% | 0.03% | +21.7% |
Q4 2019 | $3,601,000 | +17.3% | 74,291 | +9.1% | 0.02% | +9.5% |
Q3 2019 | $3,070,000 | +9.6% | 68,089 | +6.1% | 0.02% | +16.7% |
Q2 2019 | $2,801,000 | +7.6% | 64,164 | +6.1% | 0.02% | 0.0% |
Q1 2019 | $2,604,000 | +27.4% | 60,463 | +13.4% | 0.02% | +12.5% |
Q4 2018 | $2,044,000 | -5.0% | 53,337 | +9.9% | 0.02% | +6.7% |
Q3 2018 | $2,152,000 | +20.0% | 48,554 | +11.0% | 0.02% | +15.4% |
Q2 2018 | $1,794,000 | -5.6% | 43,745 | -7.1% | 0.01% | -7.1% |
Q1 2018 | $1,900,000 | +5.1% | 47,071 | +7.9% | 0.01% | 0.0% |
Q4 2017 | $1,807,000 | +15.5% | 43,606 | +6.3% | 0.01% | +7.7% |
Q3 2017 | $1,565,000 | +447.2% | 41,023 | +427.3% | 0.01% | +333.3% |
Q2 2017 | $286,000 | +14.4% | 7,780 | +10.5% | 0.00% | +50.0% |
Q1 2017 | $250,000 | +6.8% | 7,039 | 0.0% | 0.00% | 0.0% |
Q4 2016 | $234,000 | +3.1% | 7,039 | 0.0% | 0.00% | 0.0% |
Q3 2016 | $227,000 | +0.9% | 7,039 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $225,000 | – | 7,039 | – | 0.00% | – |
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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% |