WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 377 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $275,974 | -4.7% | 4,347 | +0.0% | 0.13% | 0.0% |
Q2 2023 | $289,681 | +7.0% | 4,346 | +0.0% | 0.13% | +3.9% |
Q1 2023 | $270,847 | +3.3% | 4,345 | +0.0% | 0.13% | -1.5% |
Q4 2022 | $262,189 | +12.0% | 4,344 | +0.0% | 0.13% | +13.0% |
Q3 2022 | $234,000 | -4.5% | 4,342 | +1.7% | 0.12% | -2.5% |
Q2 2022 | $245,000 | -3.9% | 4,271 | +6.6% | 0.12% | +14.6% |
Q1 2022 | $255,000 | +2.8% | 4,007 | +6.6% | 0.10% | +28.8% |
Q4 2021 | $248,000 | +12.7% | 3,760 | +0.7% | 0.08% | +6.7% |
Q3 2021 | $220,000 | – | 3,735 | – | 0.08% | – |
Download |
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% |