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 | $454,588 | -10.8% | 7,160 | -6.4% | 0.15% | -3.2% |
| Q2 2023 | $509,682 | -14.0% | 7,646 | -19.6% | 0.16% | -22.0% |
| Q1 2023 | $592,916 | +17.2% | 9,511 | +13.5% | 0.20% | +2.0% |
| Q4 2022 | $505,877 | +148.0% | 8,381 | +161.9% | 0.20% | +263.0% |
| Q1 2022 | $204,000 | -3.3% | 3,200 | 0.0% | 0.05% | 0.0% |
| Q4 2021 | $211,000 | -56.1% | 3,200 | -60.3% | 0.05% | -49.5% |
| Q2 2021 | $481,000 | +4.6% | 8,066 | +0.3% | 0.11% | -5.3% |
| Q1 2021 | $460,000 | +7.0% | 8,040 | +0.8% | 0.11% | +2.7% |
| Q4 2020 | $430,000 | +5.9% | 7,977 | -2.5% | 0.11% | -6.0% |
| Q3 2020 | $406,000 | +12.5% | 8,182 | +3.1% | 0.12% | -7.1% |
| Q2 2020 | $361,000 | +66.4% | 7,936 | +42.1% | 0.13% | +28.6% |
| Q1 2020 | $217,000 | +4.8% | 5,585 | +30.6% | 0.10% | +25.6% |
| Q4 2019 | $207,000 | +1193.8% | 4,275 | +1040.0% | 0.08% | +1200.0% |
| Q2 2019 | $16,000 | – | 375 | – | 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% |