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 | $386,619 | -19.0% | 6,089 | -15.0% | 0.48% | -1.2% |
| Q2 2023 | $477,264 | +0.5% | 7,160 | -6.0% | 0.48% | +0.8% |
| Q1 2023 | $474,994 | +9.9% | 7,619 | +6.4% | 0.48% | +44.0% |
| Q4 2022 | $432,189 | +23.1% | 7,160 | +10.1% | 0.33% | +20.1% |
| Q3 2022 | $351,000 | -8.6% | 6,502 | -3.0% | 0.28% | -3.5% |
| Q2 2022 | $384,000 | -25.7% | 6,704 | -17.4% | 0.29% | -15.3% |
| Q1 2022 | $517,000 | -50.5% | 8,113 | -48.8% | 0.34% | -46.5% |
| Q4 2021 | $1,044,000 | +54.7% | 15,850 | +38.1% | 0.64% | +48.6% |
| Q3 2021 | $675,000 | +20.3% | 11,479 | +22.1% | 0.43% | +23.7% |
| Q2 2021 | $561,000 | +111.7% | 9,398 | +102.6% | 0.35% | +101.2% |
| Q1 2021 | $265,000 | +31.8% | 4,638 | +24.3% | 0.17% | +27.4% |
| Q4 2020 | $201,000 | – | 3,732 | – | 0.14% | – |
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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% |