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 | $334,846 | -16.9% | 5,274 | -12.7% | 0.12% | -14.4% |
| Q2 2023 | $402,893 | +3.6% | 6,044 | -3.1% | 0.14% | 0.0% |
| Q1 2023 | $388,939 | +2.8% | 6,239 | -0.5% | 0.14% | 0.0% |
| Q4 2022 | $378,397 | +11.6% | 6,269 | -0.2% | 0.14% | 0.0% |
| Q3 2022 | $339,000 | -13.3% | 6,282 | -7.9% | 0.14% | -8.6% |
| Q2 2022 | $391,000 | -12.9% | 6,822 | -3.2% | 0.15% | +1.3% |
| Q1 2022 | $449,000 | -4.3% | 7,047 | -1.1% | 0.15% | +2.0% |
| Q4 2021 | $469,000 | +1.7% | 7,122 | -9.2% | 0.15% | -5.8% |
| Q3 2021 | $461,000 | -0.9% | 7,842 | +0.6% | 0.16% | -0.6% |
| Q2 2021 | $465,000 | +0.4% | 7,793 | -3.8% | 0.16% | -6.0% |
| Q1 2021 | $463,000 | -4.5% | 8,098 | -9.9% | 0.17% | -13.0% |
| Q4 2020 | $485,000 | +8.3% | 8,985 | -0.6% | 0.19% | -5.4% |
| Q3 2020 | $448,000 | +8.7% | 9,035 | -0.2% | 0.20% | +3.0% |
| Q2 2020 | $412,000 | +7.9% | 9,055 | -7.6% | 0.20% | -10.5% |
| Q1 2020 | $382,000 | -20.1% | 9,805 | -0.7% | 0.22% | +6.3% |
| Q4 2019 | $478,000 | -14.3% | 9,870 | -20.2% | 0.21% | -24.2% |
| Q3 2019 | $558,000 | +5.3% | 12,375 | +2.9% | 0.27% | +1.5% |
| Q2 2019 | $530,000 | +1.1% | 12,030 | -1.2% | 0.27% | -2.2% |
| Q1 2019 | $524,000 | +11.5% | 12,170 | -0.7% | 0.28% | -1.1% |
| Q4 2018 | $470,000 | -21.7% | 12,260 | -9.4% | 0.28% | -12.9% |
| Q3 2018 | $600,000 | +7.5% | 13,535 | -0.4% | 0.32% | +2.2% |
| Q2 2018 | $558,000 | +6.9% | 13,595 | +5.1% | 0.31% | +4.0% |
| Q1 2018 | $522,000 | +53.1% | 12,930 | +57.1% | 0.30% | +53.8% |
| Q4 2017 | $341,000 | +68.0% | 8,230 | +54.6% | 0.20% | +61.2% |
| Q3 2017 | $203,000 | – | 5,325 | – | 0.12% | – |
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% |