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 | $2,747,925 | +1.7% | 43,281 | +6.7% | 0.38% | +3.0% |
| Q2 2023 | $2,702,891 | +23.9% | 40,547 | +15.9% | 0.37% | +21.9% |
| Q1 2023 | $2,181,427 | +0.7% | 34,992 | -2.5% | 0.30% | -4.4% |
| Q4 2022 | $2,166,615 | +26.9% | 35,895 | +13.4% | 0.32% | +17.1% |
| Q3 2022 | $1,707,000 | +0.4% | 31,663 | +6.7% | 0.27% | +4.7% |
| Q2 2022 | $1,701,000 | -10.0% | 29,681 | -0.0% | 0.26% | 0.0% |
| Q1 2022 | $1,890,000 | -3.3% | 29,691 | +0.1% | 0.26% | -1.5% |
| Q4 2021 | $1,954,000 | +11.9% | 29,666 | -0.0% | 0.26% | +0.4% |
| Q3 2021 | $1,746,000 | -2.1% | 29,667 | -0.7% | 0.26% | -3.7% |
| Q2 2021 | $1,783,000 | -6.2% | 29,875 | -10.1% | 0.27% | -15.9% |
| Q1 2021 | $1,901,000 | -19.9% | 33,231 | -24.4% | 0.32% | -30.5% |
| Q4 2020 | $2,373,000 | +23.3% | 43,974 | +13.2% | 0.46% | -0.6% |
| Q3 2020 | $1,925,000 | – | 38,843 | – | 0.46% | – |
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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% |