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 | $932,537 | +160.1% | 14,688 | +155.4% | 0.02% | +150.0% |
| Q1 2023 | $358,550 | +0.7% | 5,752 | -2.5% | 0.01% | -9.1% |
| Q4 2022 | $356,189 | +7.3% | 5,901 | -4.0% | 0.01% | -8.3% |
| Q3 2022 | $332,000 | +0.3% | 6,150 | +6.6% | 0.01% | +9.1% |
| Q2 2022 | $331,000 | -9.6% | 5,769 | +0.5% | 0.01% | 0.0% |
| Q1 2022 | $366,000 | -3.2% | 5,742 | +0.0% | 0.01% | 0.0% |
| Q4 2021 | $378,000 | +575.0% | 5,740 | +513.2% | 0.01% | +450.0% |
| Q2 2021 | $56,000 | +12.0% | 936 | +0.4% | 0.00% | 0.0% |
| Q4 2020 | $50,000 | +100.0% | 932 | +83.1% | 0.00% | +100.0% |
| Q3 2020 | $25,000 | +400.0% | 509 | +277.0% | 0.00% | 0.0% |
| Q3 2017 | $5,000 | 0.0% | 135 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $5,000 | 0.0% | 135 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $5,000 | – | 135 | – | 0.00% | – |
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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% |