WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 381 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,579,312 | -2.9% | 56,376 | +2.0% | 0.98% | +0.7% |
| Q2 2023 | $3,684,765 | +2.4% | 55,277 | -4.2% | 0.98% | -2.4% |
| Q1 2023 | $3,598,015 | +108897.7% | 57,716 | +5.5% | 1.00% | +7.3% |
| Q4 2022 | $3,301 | -99.9% | 54,685 | +8.1% | 0.93% | +10.4% |
| Q3 2022 | $2,726,000 | -11.5% | 50,571 | -5.9% | 0.84% | -4.6% |
| Q2 2022 | $3,079,000 | +2.5% | 53,728 | +9.4% | 0.88% | -26.9% |
| Q1 2022 | $3,005,000 | -5.6% | 49,115 | +1.6% | 1.21% | +0.1% |
| Q4 2021 | $3,184,000 | +11.7% | 48,346 | -0.2% | 1.21% | +49.1% |
| Q3 2021 | $2,850,000 | +0.2% | 48,433 | +1.6% | 0.81% | -0.5% |
| Q2 2021 | $2,845,000 | -7.0% | 47,671 | -10.9% | 0.81% | -12.5% |
| Q1 2021 | $3,059,000 | -10.8% | 53,492 | -15.8% | 0.93% | -17.1% |
| Q4 2020 | $3,429,000 | +41.1% | 63,554 | +29.6% | 1.12% | +18.5% |
| Q3 2020 | $2,430,000 | +18.5% | 49,022 | +8.8% | 0.95% | +8.1% |
| Q2 2020 | $2,050,000 | – | 45,077 | – | 0.88% | – |
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% |