WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 377 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,851,781 | -2.8% | 107,919 | +2.1% | 5.09% | +10.2% |
| Q2 2023 | $7,049,092 | +9.4% | 105,747 | +2.3% | 4.62% | -0.5% |
| Q1 2023 | $6,441,114 | +3.6% | 103,322 | +0.3% | 4.65% | -11.6% |
| Q4 2022 | $6,220,181 | +20.0% | 103,051 | +7.2% | 5.26% | +22.8% |
| Q3 2022 | $5,182,000 | -9.7% | 96,125 | -4.0% | 4.28% | -1.8% |
| Q2 2022 | $5,739,000 | -7.3% | 100,144 | +3.0% | 4.36% | +12.3% |
| Q1 2022 | $6,192,000 | +39.6% | 97,251 | +44.3% | 3.88% | +53.1% |
| Q4 2021 | $4,437,000 | +1026.1% | 67,373 | +907.2% | 2.53% | +1006.6% |
| Q3 2021 | $394,000 | -4.8% | 6,689 | -3.5% | 0.23% | -3.4% |
| Q2 2021 | $414,000 | +1.5% | 6,933 | -2.8% | 0.24% | -8.8% |
| Q1 2021 | $408,000 | -89.5% | 7,133 | -90.1% | 0.26% | -91.0% |
| Q4 2020 | $3,903,000 | – | 72,339 | – | 2.90% | – |
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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% |