Truvestments Capital LLC - WISDOMTREE TR ownership

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
Truvestments Capital LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2023$6,172
+3.3%
990.0%0.00%0.0%
Q4 2022$5,976
+19.5%
990.0%0.00%0.0%
Q3 2022$5,000
-16.7%
990.0%0.00%
-25.0%
Q2 2022$6,000
-14.3%
990.0%0.00%0.0%
Q4 2021$7,000
-36.4%
99
-60.4%
0.00%
-20.0%
Q3 2018$11,0002500.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
NameSharesValueWeighting ↓
INVESTMENT SECURITY GROUP INC /CO/ /ADV 680,381$40,598,00016.05%
Legacy Wealth Planning, LLC 231,598$13,819,00015.74%
Prestige Wealth Management Group LLC 768,940$45,883,00012.18%
Private Wealth Strategies, L.L.C. 659,226$39,336,00010.14%
Clearwater Capital Advisors, LLC 1,183,240$70,604,0008.22%
TAIYO LIFE INSURANCE CO 850,000$50,720,0008.01%
KB FINANCIAL PARTNERS, LLC 336,263$20,065,0007.58%
EisnerAmper Wealth Management Corporate Benefits, LLC 191,789$11,444,0005.78%
JD Financial Services Inc. 101,722$6,070,0005.63%
Stratos Investment Management, LLC 295,403$17,627,0004.85%
View complete list of WISDOMTREE TR shareholders