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 | ||||
---|---|---|---|---|---|---|
Q1 2023 | $26,501 | +3.3% | 425 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $25,660 | +11.6% | 425 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $23,000 | -4.2% | 425 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $24,000 | -11.1% | 425 | 0.0% | 0.01% | -12.5% |
Q1 2022 | $27,000 | -3.6% | 425 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $28,000 | +12.0% | 425 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $25,000 | 0.0% | 425 | 0.0% | 0.01% | -11.1% |
Q2 2021 | $25,000 | +4.2% | 425 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $24,000 | +4.3% | 425 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $23,000 | +9.5% | 425 | +0.7% | 0.01% | -10.0% |
Q3 2020 | $21,000 | +10.5% | 422 | +0.2% | 0.01% | 0.0% |
Q2 2020 | $19,000 | +18.8% | 421 | +0.7% | 0.01% | 0.0% |
Q1 2020 | $16,000 | -20.0% | 418 | +0.5% | 0.01% | +11.1% |
Q4 2019 | $20,000 | +5.3% | 416 | +0.7% | 0.01% | -10.0% |
Q3 2019 | $19,000 | +5.6% | 413 | +0.7% | 0.01% | +11.1% |
Q2 2019 | $18,000 | 0.0% | 410 | +0.7% | 0.01% | -10.0% |
Q1 2019 | $18,000 | – | 407 | – | 0.01% | – |
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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% |