WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 447 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $840,024 | -19.2% | 13,231 | -15.2% | 0.50% | -19.1% |
| Q2 2023 | $1,039,977 | +4.3% | 15,601 | -2.4% | 0.62% | -1.4% |
| Q1 2023 | $996,639 | -17.4% | 15,987 | -20.0% | 0.63% | -20.8% |
| Q4 2022 | $1,206,499 | +10.7% | 19,988 | -1.2% | 0.79% | +2.7% |
| Q3 2022 | $1,090,000 | -16.1% | 20,222 | -10.8% | 0.77% | -9.5% |
| Q2 2022 | $1,299,000 | -13.0% | 22,674 | -0.0% | 0.85% | +4.3% |
| Q4 2021 | $1,493,000 | +0.7% | 22,677 | -2.7% | 0.82% | -4.3% |
| Q1 2021 | $1,483,000 | – | 23,295 | – | 0.86% | – |
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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% |