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 | $460,227,274 | -5.2% | 7,248,815 | -0.5% | 35.24% | +4.0% |
| Q2 2023 | $485,491,900 | +19.9% | 7,283,107 | +12.1% | 33.88% | +30.5% |
| Q1 2023 | $405,066,217 | +5.1% | 6,497,694 | +1.7% | 25.96% | +4.2% |
| Q4 2022 | $385,514,670 | +12.0% | 6,386,923 | +0.0% | 24.92% | +6.2% |
| Q3 2022 | $344,315,000 | +90.1% | 6,386,839 | +102.1% | 23.47% | +105.5% |
| Q2 2022 | $181,125,000 | -0.5% | 3,160,451 | +10.6% | 11.42% | -2.3% |
| Q1 2022 | $181,997,000 | – | 2,858,442 | – | 11.68% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 680,381 | $40,598,000 | 16.05% |
| Legacy Wealth Planning, LLC | 231,598 | $13,819,000 | 15.74% |
| Prestige Wealth Management Group LLC | 768,940 | $45,883,000 | 12.18% |
| Private Wealth Strategies, L.L.C. | 659,226 | $39,336,000 | 10.14% |
| Clearwater Capital Advisors, LLC | 1,183,240 | $70,604,000 | 8.22% |
| TAIYO LIFE INSURANCE CO | 850,000 | $50,720,000 | 8.01% |
| KB FINANCIAL PARTNERS, LLC | 336,263 | $20,065,000 | 7.58% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 191,789 | $11,444,000 | 5.78% |
| JD Financial Services Inc. | 101,722 | $6,070,000 | 5.63% |
| Stratos Investment Management, LLC | 295,403 | $17,627,000 | 4.85% |