WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 433 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 0.24 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $632,490 | -1.4% | 9,962 | +3.5% | 0.05% | 0.0% |
| Q2 2023 | $641,578 | +7.4% | 9,625 | +0.5% | 0.05% | +7.0% |
| Q1 2023 | $597,271 | -6.3% | 9,581 | -9.3% | 0.04% | -10.4% |
| Q4 2022 | $637,538 | -6.4% | 10,562 | -16.3% | 0.05% | -14.3% |
| Q3 2022 | $681,000 | -44.5% | 12,626 | -41.0% | 0.06% | -44.0% |
| Q2 2022 | $1,226,000 | +47.4% | 21,397 | +63.7% | 0.10% | +81.8% |
| Q1 2022 | $832,000 | +87.0% | 13,073 | +93.5% | 0.06% | +96.4% |
| Q4 2021 | $445,000 | -80.1% | 6,756 | -88.4% | 0.03% | -90.8% |
| Q4 2018 | $2,232,000 | -17.9% | 58,233 | -5.1% | 0.30% | +0.3% |
| Q3 2018 | $2,719,000 | +6.8% | 61,340 | -1.0% | 0.30% | -1.3% |
| Q2 2018 | $2,545,000 | -4.4% | 61,950 | -6.1% | 0.31% | -11.0% |
| Q1 2018 | $2,663,000 | -0.8% | 65,979 | +1.8% | 0.35% | -5.5% |
| Q4 2017 | $2,685,000 | – | 64,792 | – | 0.37% | – |
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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% |