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 | $37,910,750 | -8.3% | 597,114 | -3.7% | 0.57% | -12.4% |
| Q2 2023 | $41,320,931 | +2.2% | 619,876 | -4.5% | 0.65% | -14.2% |
| Q1 2023 | $40,444,660 | +0.4% | 648,775 | -2.8% | 0.75% | -23.6% |
| Q4 2022 | $40,300,460 | +12.9% | 667,668 | +0.8% | 0.98% | -11.4% |
| Q3 2022 | $35,702,000 | -6.7% | 662,250 | -0.8% | 1.11% | -4.1% |
| Q2 2022 | $38,261,000 | -1.1% | 667,607 | +9.9% | 1.16% | -8.4% |
| Q1 2022 | $38,693,000 | +0.2% | 607,713 | +3.7% | 1.27% | +1.4% |
| Q4 2021 | $38,606,000 | +4.3% | 586,187 | -6.8% | 1.25% | -7.5% |
| Q3 2021 | $37,003,000 | -5.7% | 628,873 | -4.4% | 1.35% | -14.7% |
| Q2 2021 | $39,232,000 | -4.6% | 657,482 | -8.6% | 1.58% | -28.2% |
| Q1 2021 | $41,124,000 | -9.8% | 719,072 | -14.9% | 2.20% | -16.9% |
| Q4 2020 | $45,590,000 | -2.1% | 844,882 | -10.0% | 2.65% | -16.7% |
| Q3 2020 | $46,547,000 | -5.6% | 939,007 | -13.4% | 3.18% | -14.7% |
| Q2 2020 | $49,306,000 | +17.2% | 1,083,888 | +0.2% | 3.73% | -6.5% |
| Q1 2020 | $42,075,000 | – | 1,081,335 | – | 3.99% | – |
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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% |