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 | $236,503 | -11.8% | 3,725 | -7.4% | 0.01% | -15.4% |
| Q2 2023 | $268,143 | +6.9% | 4,023 | +0.0% | 0.01% | +8.3% |
| Q1 2023 | $250,757 | -2.0% | 4,022 | -5.1% | 0.01% | 0.0% |
| Q4 2022 | $255,822 | +17.9% | 4,238 | +5.3% | 0.01% | +9.1% |
| Q3 2022 | $217,000 | -7.3% | 4,026 | -1.3% | 0.01% | +10.0% |
| Q2 2022 | $234,000 | -10.0% | 4,081 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $260,000 | -13.9% | 4,081 | -11.0% | 0.01% | -16.7% |
| Q4 2021 | $302,000 | -15.9% | 4,586 | -24.8% | 0.01% | -25.0% |
| Q3 2021 | $359,000 | – | 6,097 | – | 0.02% | – |
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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% |