WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 447 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,003,239 | -8.0% | 31,552 | -3.4% | 0.13% | -14.3% |
| Q2 2023 | $2,176,800 | -3.4% | 32,655 | -9.7% | 0.15% | -11.0% |
| Q1 2023 | $2,253,496 | -24.8% | 36,148 | -27.2% | 0.17% | -30.8% |
| Q4 2022 | $2,996,976 | -18.0% | 49,651 | -26.7% | 0.25% | -34.9% |
| Q3 2022 | $3,654,000 | -0.7% | 67,771 | +5.5% | 0.38% | +15.0% |
| Q2 2022 | $3,681,000 | +789.1% | 64,222 | +826.6% | 0.33% | +802.7% |
| Q2 2021 | $414,000 | – | 6,931 | – | 0.04% | – |
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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% |