WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 377 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,307,197 | +0.4% | 36,339 | +5.4% | 0.70% | -0.3% |
| Q2 2023 | $2,298,627 | +61.8% | 34,483 | +51.3% | 0.70% | +43.4% |
| Q1 2023 | $1,420,374 | -2.8% | 22,784 | -5.9% | 0.49% | -20.7% |
| Q4 2022 | $1,460,942 | +13.5% | 24,204 | +1.4% | 0.62% | 0.0% |
| Q3 2022 | $1,287,000 | -5.2% | 23,879 | +0.8% | 0.62% | +2.3% |
| Q2 2022 | $1,357,000 | -99.9% | 23,685 | +4.0% | 0.60% | +17.2% |
| Q1 2022 | $1,450,062,000 | +93998.8% | 22,774 | -2.7% | 0.52% | -13.9% |
| Q4 2021 | $1,541,000 | +11.9% | 23,404 | +0.0% | 0.60% | +11.8% |
| Q3 2021 | $1,377,000 | – | 23,403 | – | 0.54% | – |
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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% |