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 | $30,125,434 | -6.4% | 474,491 | -1.7% | 0.30% | -8.1% |
| Q2 2023 | $32,173,716 | +9.4% | 482,654 | +2.3% | 0.32% | +0.9% |
| Q1 2023 | $29,399,456 | -3.8% | 471,599 | -6.8% | 0.32% | +17.3% |
| Q4 2022 | $30,557,310 | -99.9% | 506,251 | -47.0% | 0.27% | -1.4% |
| Q3 2022 | $25,794,769,000 | +84611.9% | 956,012 | +79.9% | 0.28% | -11.8% |
| Q2 2022 | $30,450,000 | -28.2% | 531,321 | -20.2% | 0.31% | -29.0% |
| Q1 2022 | $42,389,000 | +5.8% | 665,755 | +9.4% | 0.44% | +8.6% |
| Q4 2021 | $40,083,000 | +28.1% | 608,604 | +14.5% | 0.41% | +29.7% |
| Q3 2021 | $31,280,000 | +0.8% | 531,617 | +2.3% | 0.31% | -11.1% |
| Q2 2021 | $31,022,000 | +7.9% | 519,888 | +3.4% | 0.35% | -3.6% |
| Q1 2021 | $28,755,000 | -7.9% | 502,793 | -13.8% | 0.36% | +0.8% |
| Q4 2020 | $31,230,000 | -99.8% | 583,081 | +67.7% | 0.36% | +12.8% |
| Q3 2020 | $17,184,000,000 | – | 347,635 | – | 0.32% | – |
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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% |