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 | $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% | – |
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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% |