WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 488 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $455,196 | -23.5% | 7,170 | -19.7% | 0.20% | -23.8% |
Q2 2023 | $595,102 | +6.1% | 8,927 | -0.8% | 0.26% | -4.1% |
Q1 2023 | $560,907 | +3.5% | 8,998 | +0.2% | 0.27% | -3.3% |
Q4 2022 | $541,793 | +13.1% | 8,976 | +1.0% | 0.28% | +3.4% |
Q3 2022 | $479,000 | +3.2% | 8,890 | +9.9% | 0.27% | +11.2% |
Q2 2022 | $464,000 | +36.5% | 8,090 | +51.3% | 0.24% | +50.9% |
Q1 2022 | $340,000 | -3.4% | 5,346 | +0.1% | 0.16% | -2.5% |
Q4 2021 | $352,000 | +12.1% | 5,342 | +0.1% | 0.16% | +2.5% |
Q3 2021 | $314,000 | +33.1% | 5,337 | +34.9% | 0.16% | +19.5% |
Q2 2021 | $236,000 | +10.3% | 3,957 | +5.8% | 0.13% | 0.0% |
Q1 2021 | $214,000 | +5.9% | 3,741 | +0.1% | 0.13% | -7.0% |
Q4 2020 | $202,000 | – | 3,738 | – | 0.14% | – |
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% |