WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 488 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $361,893 | -4.8% | 5,700 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $379,962 | +6.9% | 5,700 | 0.0% | 0.04% | +5.7% |
| Q1 2023 | $355,338 | +3.3% | 5,700 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $344,052 | +12.1% | 5,700 | 0.0% | 0.04% | +6.1% |
| Q3 2022 | $307,000 | -6.1% | 5,700 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $327,000 | -9.9% | 5,700 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $363,000 | -3.2% | 5,700 | 0.0% | 0.03% | +3.1% |
| Q4 2021 | $375,000 | -3.8% | 5,700 | -14.0% | 0.03% | -15.8% |
| Q3 2021 | $390,000 | -10.8% | 6,625 | -9.6% | 0.04% | -9.5% |
| Q2 2021 | $437,000 | +1.9% | 7,325 | -2.3% | 0.04% | -2.3% |
| Q1 2021 | $429,000 | +3.4% | 7,500 | -2.6% | 0.04% | -2.3% |
| Q4 2020 | $415,000 | – | 7,700 | – | 0.04% | – |
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% |