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 | $4,068,930 | -6.9% | 64,088 | -2.3% | 3.13% | -0.8% |
| Q2 2023 | $4,370,918 | +19.7% | 65,570 | +12.0% | 3.15% | +9.1% |
| Q1 2023 | $3,650,568 | -5.5% | 58,559 | -8.5% | 2.89% | -6.0% |
| Q4 2022 | $3,861,893 | +65.5% | 63,981 | +47.8% | 3.08% | +49.4% |
| Q3 2022 | $2,333,000 | -3.5% | 43,283 | +2.6% | 2.06% | -3.1% |
| Q2 2022 | $2,418,000 | -7.5% | 42,187 | +2.8% | 2.13% | +1.7% |
| Q1 2022 | $2,614,000 | +16.4% | 41,049 | +20.4% | 2.09% | +33.2% |
| Q4 2021 | $2,245,000 | – | 34,091 | – | 1.57% | – |
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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% |