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 | $1,073,612 | -3.0% | 16,910 | +1.8% | 0.44% | 0.0% |
| Q2 2023 | $1,107,081 | +3.2% | 16,608 | -3.5% | 0.44% | +3.5% |
| Q1 2023 | $1,073,121 | +3.3% | 17,214 | +0.0% | 0.43% | -1.4% |
| Q4 2022 | $1,038,932 | +6.8% | 17,212 | +1.4% | 0.43% | +4.6% |
| Q3 2022 | $973,000 | 0.0% | 16,979 | 0.0% | 0.42% | 0.0% |
| Q2 2022 | $973,000 | -7.5% | 16,979 | +2.8% | 0.42% | +5.6% |
| Q1 2022 | $1,052,000 | -10.6% | 16,524 | -7.5% | 0.39% | -10.5% |
| Q4 2021 | $1,177,000 | +0.3% | 17,870 | -10.4% | 0.44% | +0.2% |
| Q3 2021 | $1,173,000 | -3.1% | 19,941 | -1.7% | 0.44% | -0.7% |
| Q2 2021 | $1,211,000 | +4.5% | 20,290 | +0.1% | 0.44% | -6.6% |
| Q1 2021 | $1,159,000 | +4.6% | 20,271 | -1.3% | 0.47% | -2.7% |
| Q4 2020 | $1,108,000 | +14.1% | 20,536 | +4.9% | 0.48% | -2.6% |
| Q3 2020 | $971,000 | +5.7% | 19,580 | -3.1% | 0.50% | -4.4% |
| Q2 2020 | $919,000 | +13.9% | 20,198 | -2.6% | 0.52% | -7.0% |
| Q1 2020 | $807,000 | -34.0% | 20,743 | -17.8% | 0.56% | -29.3% |
| Q4 2019 | $1,223,000 | +21.6% | 25,224 | +13.0% | 0.79% | +9.4% |
| Q3 2019 | $1,006,000 | +184.2% | 22,315 | +141.6% | 0.72% | +124.1% |
| Q2 2019 | $354,000 | -59.1% | 9,237 | -54.1% | 0.32% | -41.4% |
| Q1 2019 | $866,000 | +144.6% | 20,126 | +117.9% | 0.55% | +104.8% |
| Q4 2018 | $354,000 | – | 9,237 | – | 0.27% | – |
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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% |