WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 255 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $366,427 | +16.9% | 5,771 | +22.7% | 0.05% | +13.3% |
| Q2 2023 | $313,504 | -0.1% | 4,703 | -7.7% | 0.04% | -10.0% |
| Q1 2023 | $313,691 | +0.0% | 5,097 | -1.9% | 0.05% | -18.0% |
| Q4 2022 | $313,634 | +15.3% | 5,196 | +2.9% | 0.06% | +5.2% |
| Q3 2022 | $272,000 | -5.6% | 5,048 | +0.6% | 0.06% | -4.9% |
| Q2 2022 | $288,000 | -16.5% | 5,019 | -6.4% | 0.06% | -3.2% |
| Q1 2022 | $345,000 | -7.8% | 5,362 | -8.5% | 0.06% | +3.3% |
| Q4 2021 | $374,000 | +80.7% | 5,860 | +10.0% | 0.06% | +577.8% |
| Q1 2020 | $207,000 | – | 5,326 | – | 0.01% | – |
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% |