WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 381 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
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 ↓ |
|---|---|---|---|
| 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% |