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 | $392,192 | -4.3% | 6,177 | +0.5% | 0.01% | +22.2% |
| Q2 2023 | $409,615 | +14.9% | 6,145 | +7.4% | 0.01% | -10.0% |
| Q1 2023 | $356,644 | +24.8% | 5,721 | +20.9% | 0.01% | +25.0% |
| Q4 2022 | $285,659 | -20.2% | 4,733 | -15.7% | 0.01% | -33.3% |
| Q1 2022 | $358,000 | -0.8% | 5,614 | +2.6% | 0.01% | +20.0% |
| Q4 2021 | $361,000 | +12.8% | 5,472 | +0.7% | 0.01% | 0.0% |
| Q3 2021 | $320,000 | +0.6% | 5,432 | +2.1% | 0.01% | 0.0% |
| Q2 2021 | $318,000 | +1.9% | 5,319 | -2.3% | 0.01% | -9.1% |
| Q1 2021 | $312,000 | +1.6% | 5,443 | -4.1% | 0.01% | -31.2% |
| Q4 2020 | $307,000 | -82.9% | 5,678 | -84.7% | 0.02% | -89.5% |
| Q4 2019 | $1,794,000 | +15.4% | 37,009 | +7.3% | 0.15% | 0.0% |
| Q3 2019 | $1,555,000 | +28.1% | 34,482 | +24.0% | 0.15% | +15.0% |
| Q2 2019 | $1,214,000 | +9.4% | 27,809 | +7.9% | 0.13% | -4.3% |
| Q1 2019 | $1,110,000 | +52.9% | 25,763 | +36.1% | 0.14% | +35.0% |
| Q4 2018 | $726,000 | +261.2% | 18,934 | +318.8% | 0.10% | +329.2% |
| Q3 2018 | $201,000 | – | 4,521 | – | 0.02% | – |
Download | ||||||
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% |