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 | $6,683,955 | +1.0% | 105,276 | +6.0% | 0.82% | +3.5% |
| Q2 2023 | $6,620,412 | +19.1% | 99,316 | +11.4% | 0.79% | +14.8% |
| Q1 2023 | $5,560,097 | +22.3% | 89,190 | +18.4% | 0.69% | +15.8% |
| Q4 2022 | $4,545,515 | +112.5% | 75,307 | +89.8% | 0.60% | +100.3% |
| Q3 2022 | $2,139,000 | +19.8% | 39,668 | +27.3% | 0.30% | +22.7% |
| Q2 2022 | $1,786,000 | -7.8% | 31,167 | +2.4% | 0.24% | +4.8% |
| Q1 2022 | $1,938,000 | +5.8% | 30,430 | +9.4% | 0.23% | +11.6% |
| Q4 2021 | $1,832,000 | +9.2% | 27,821 | -2.4% | 0.21% | +1.0% |
| Q3 2021 | $1,677,000 | +14.9% | 28,505 | +16.5% | 0.20% | +12.6% |
| Q2 2021 | $1,460,000 | -16.9% | 24,476 | -20.4% | 0.18% | -21.9% |
| Q1 2021 | $1,757,000 | +6.1% | 30,730 | +0.1% | 0.23% | +1.7% |
| Q4 2020 | $1,656,000 | +14.6% | 30,691 | +5.3% | 0.23% | +5.0% |
| Q3 2020 | $1,445,000 | +23.8% | 29,147 | +13.6% | 0.22% | +14.1% |
| Q2 2020 | $1,167,000 | +70.6% | 25,653 | +46.0% | 0.19% | +51.6% |
| Q1 2020 | $684,000 | – | 17,572 | – | 0.13% | – |
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% |