WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 388 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,646,163 | +0.0% | 151,932 | +5.0% | 0.30% | -8.2% |
| Q2 2023 | $9,644,235 | +8.8% | 144,678 | +1.8% | 0.33% | -6.5% |
| Q1 2023 | $8,862,024 | +51.2% | 142,156 | +46.4% | 0.35% | +18.9% |
| Q4 2022 | $5,860,689 | +75.9% | 97,096 | +57.2% | 0.30% | +53.9% |
| Q3 2022 | $3,331,000 | +95.0% | 61,780 | +107.3% | 0.19% | +99.0% |
| Q2 2022 | $1,708,000 | -4.3% | 29,797 | +6.3% | 0.10% | +9.0% |
| Q1 2022 | $1,785,000 | -2.4% | 28,038 | +0.9% | 0.09% | +1.1% |
| Q4 2021 | $1,829,000 | +21.0% | 27,778 | +8.1% | 0.09% | +4.8% |
| Q3 2021 | $1,512,000 | +13.3% | 25,698 | +14.9% | 0.08% | +3.7% |
| Q2 2021 | $1,335,000 | +11.4% | 22,374 | +6.8% | 0.08% | -2.4% |
| Q1 2021 | $1,198,000 | +64.1% | 20,943 | +53.6% | 0.08% | +53.7% |
| Q4 2020 | $730,000 | -99.8% | 13,639 | +59.6% | 0.05% | +45.9% |
| Q3 2020 | $424,000,000 | – | 8,547 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 684,554 | $40,279,000 | 15.99% |
| Prestige Wealth Management Group LLC | 797,876 | $46,947,000 | 12.02% |
| Private Wealth Strategies, L.L.C. | 692,172 | $40,716,000 | 10.20% |
| Legacy Wealth Planning, LLC | 141,835 | $8,346,000 | 9.35% |
| KB FINANCIAL PARTNERS, LLC | 395,963 | $23,298,000 | 8.53% |
| Clearwater Capital Advisors, LLC | 1,166,158 | $68,617,000 | 7.95% |
| TAIYO LIFE INSURANCE CO | 850,000 | $50,014,000 | 7.89% |
| JD Financial Services Inc. | 104,678 | $6,159,000 | 5.62% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 182,640 | $10,747,000 | 5.41% |
| RVW Wealth, LLC | 592,622 | $35,000,000 | 4.21% |