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 | $997,301 | -4.8% | 15,708 | 0.0% | 0.02% | -4.8% |
| Q2 2023 | $1,047,095 | +6.9% | 15,708 | 0.0% | 0.02% | -8.7% |
| Q1 2023 | $979,237 | +3.3% | 15,708 | 0.0% | 0.02% | -14.8% |
| Q4 2022 | $948,135 | +11.9% | 15,708 | 0.0% | 0.03% | +17.4% |
| Q3 2022 | $847,000 | -5.9% | 15,708 | 0.0% | 0.02% | -14.8% |
| Q2 2022 | $900,000 | -10.0% | 15,708 | 0.0% | 0.03% | +12.5% |
| Q1 2022 | $1,000,000 | -3.4% | 15,708 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $1,035,000 | +12.0% | 15,708 | 0.0% | 0.02% | -4.0% |
| Q3 2021 | $924,000 | -1.4% | 15,708 | 0.0% | 0.02% | -10.7% |
| Q2 2021 | $937,000 | – | 15,708 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 680,381 | $40,598,000 | 16.05% |
| Legacy Wealth Planning, LLC | 231,598 | $13,819,000 | 15.74% |
| Prestige Wealth Management Group LLC | 768,940 | $45,883,000 | 12.18% |
| Private Wealth Strategies, L.L.C. | 659,226 | $39,336,000 | 10.14% |
| Clearwater Capital Advisors, LLC | 1,183,240 | $70,604,000 | 8.22% |
| TAIYO LIFE INSURANCE CO | 850,000 | $50,720,000 | 8.01% |
| KB FINANCIAL PARTNERS, LLC | 336,263 | $20,065,000 | 7.58% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 191,789 | $11,444,000 | 5.78% |
| JD Financial Services Inc. | 101,722 | $6,070,000 | 5.63% |
| Stratos Investment Management, LLC | 295,403 | $17,627,000 | 4.85% |