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 | $2,157,194 | -3.6% | 33,977 | +1.2% | 0.53% | -3.0% |
| Q2 2023 | $2,237,001 | +5.1% | 33,558 | -2.1% | 0.54% | +0.4% |
| Q1 2023 | $2,129,413 | +2.3% | 34,274 | -0.6% | 0.54% | -17.3% |
| Q4 2022 | $2,081,311 | +19.2% | 34,482 | +6.5% | 0.65% | +7.2% |
| Q3 2022 | $1,746,000 | -10.2% | 32,380 | -4.6% | 0.61% | -6.9% |
| Q2 2022 | $1,945,000 | +1.2% | 33,942 | +12.4% | 0.65% | +0.3% |
| Q1 2022 | $1,922,000 | +6.0% | 30,187 | +9.7% | 0.65% | +14.2% |
| Q4 2021 | $1,813,000 | -0.5% | 27,527 | -11.1% | 0.57% | -8.1% |
| Q3 2021 | $1,823,000 | -34.2% | 30,981 | -33.3% | 0.62% | -36.0% |
| Q2 2021 | $2,772,000 | -58.1% | 46,462 | -65.8% | 0.97% | -60.0% |
| Q1 2021 | $6,611,000 | +11.5% | 135,997 | +23.8% | 2.42% | +11.9% |
| Q4 2020 | $5,928,000 | +16.4% | 109,868 | +6.9% | 2.17% | +10.2% |
| Q3 2020 | $5,094,000 | +19.4% | 102,773 | +9.6% | 1.97% | +10.4% |
| Q2 2020 | $4,267,000 | +21.5% | 93,798 | +3.9% | 1.78% | +4.4% |
| Q1 2020 | $3,511,000 | +6.8% | 90,240 | +33.0% | 1.71% | -20.0% |
| Q4 2019 | $3,288,000 | – | 67,836 | – | 2.14% | – |
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% |