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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,177,130 | -5.4% | 50,041 | -0.7% | 1.26% | -3.9% |
| Q2 2023 | $3,358,412 | +6.1% | 50,408 | -0.7% | 1.32% | -0.1% |
| Q1 2023 | $3,163,845 | -0.4% | 50,784 | -3.5% | 1.32% | -8.9% |
| Q4 2022 | $3,177,685 | +10.1% | 52,646 | -1.7% | 1.44% | -3.8% |
| Q3 2022 | $2,887,000 | -16.4% | 53,557 | -11.2% | 1.50% | -3.7% |
| Q2 2022 | $3,455,000 | -9.6% | 60,281 | +0.4% | 1.56% | +0.2% |
| Q1 2022 | $3,823,000 | -8.6% | 60,049 | -5.5% | 1.56% | -19.3% |
| Q4 2021 | $4,185,000 | +3.3% | 63,545 | -7.7% | 1.93% | -7.2% |
| Q3 2021 | $4,051,000 | -9.9% | 68,851 | -8.6% | 2.08% | -10.1% |
| Q2 2021 | $4,494,000 | -3.3% | 75,316 | -7.3% | 2.31% | -12.6% |
| Q1 2021 | $4,648,000 | +7.0% | 81,271 | +1.0% | 2.64% | -2.4% |
| Q4 2020 | $4,343,000 | +11.9% | 80,488 | +2.8% | 2.71% | +3.8% |
| Q3 2020 | $3,882,000 | +8.5% | 78,306 | -0.5% | 2.61% | +1.4% |
| Q2 2020 | $3,579,000 | +55.0% | 78,679 | +32.6% | 2.58% | +42.4% |
| Q1 2020 | $2,309,000 | -9.0% | 59,347 | +13.4% | 1.81% | +20.5% |
| Q4 2019 | $2,536,000 | +18.4% | 52,329 | +6.6% | 1.50% | +3.8% |
| Q3 2019 | $2,142,000 | +17.7% | 49,076 | +18.8% | 1.45% | +17.4% |
| Q2 2019 | $1,820,000 | +61.3% | 41,296 | +57.7% | 1.23% | +50.6% |
| Q1 2019 | $1,128,000 | – | 26,192 | – | 0.82% | – |
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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% |