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 | $29,601 | -4.3% | 466 | +0.4% | 0.01% | -7.7% |
| Q2 2023 | $30,929 | +114451.9% | 464 | +6.2% | 0.01% | +8.3% |
| Q1 2023 | $27 | +3.8% | 437 | +0.5% | 0.01% | -7.7% |
| Q4 2022 | $26 | -99.9% | 435 | +0.5% | 0.01% | -27.8% |
| Q3 2022 | $23,000 | -4.2% | 433 | +5.6% | 0.02% | +80.0% |
| Q2 2022 | $24,000 | -7.7% | 410 | +0.5% | 0.01% | 0.0% |
| Q1 2022 | $26,000 | -3.7% | 408 | +0.5% | 0.01% | -16.7% |
| Q4 2021 | $27,000 | +22.7% | 406 | +8.6% | 0.01% | +20.0% |
| Q3 2021 | $22,000 | 0.0% | 374 | +0.5% | 0.01% | -9.1% |
| Q2 2021 | $22,000 | +4.8% | 372 | +0.5% | 0.01% | +10.0% |
| Q1 2021 | $21,000 | +10.5% | 370 | +0.5% | 0.01% | +11.1% |
| Q4 2020 | $19,000 | -98.0% | 368 | -98.1% | 0.01% | -98.3% |
| Q3 2020 | $963,000 | +21.7% | 19,430 | +11.7% | 0.54% | +10.0% |
| Q2 2020 | $791,000 | +20.6% | 17,395 | +28.5% | 0.49% | +15.0% |
| Q4 2019 | $656,000 | – | 13,541 | – | 0.43% | – |
Download | ||||||
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% |