WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 381 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $115,425 | -4.8% | 1,818 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $121,188 | +6.9% | 1,818 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $113,335 | +3.3% | 1,818 | 0.0% | 0.02% | -4.0% |
| Q4 2022 | $109,735 | +12.0% | 1,818 | 0.0% | 0.02% | +4.2% |
| Q3 2022 | $98,000 | -5.8% | 1,818 | 0.0% | 0.02% | -4.0% |
| Q2 2022 | $104,000 | -10.3% | 1,818 | 0.0% | 0.02% | +4.2% |
| Q1 2022 | $116,000 | -3.3% | 1,818 | 0.0% | 0.02% | -4.0% |
| Q4 2021 | $120,000 | +12.1% | 1,818 | 0.0% | 0.02% | +4.2% |
| Q3 2021 | $107,000 | -0.9% | 1,818 | 0.0% | 0.02% | +4.3% |
| Q2 2021 | $108,000 | +3.8% | 1,818 | 0.0% | 0.02% | -8.0% |
| Q1 2021 | $104,000 | +6.1% | 1,818 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $98,000 | +8.9% | 1,818 | 0.0% | 0.02% | -7.4% |
| Q3 2020 | $90,000 | +8.4% | 1,818 | 0.0% | 0.03% | 0.0% |
| Q2 2020 | $83,000 | +16.9% | 1,818 | 0.0% | 0.03% | 0.0% |
| Q1 2020 | $71,000 | -19.3% | 1,818 | 0.0% | 0.03% | -3.6% |
| Q4 2019 | $88,000 | +7.3% | 1,818 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $82,000 | +215.4% | 1,818 | +209.7% | 0.03% | +211.1% |
| Q2 2019 | $26,000 | – | 587 | – | 0.01% | – |
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% |