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 | $13,039,018 | +1.9% | 205,371 | +7.0% | 9.87% | +0.4% |
Q2 2023 | $12,799,958 | +1.3% | 192,019 | -5.2% | 9.83% | -10.7% |
Q1 2023 | $12,631,075 | +9.4% | 202,616 | +6.0% | 11.01% | +6.7% |
Q4 2022 | $11,541,742 | +39.9% | 191,215 | +25.0% | 10.32% | +20.4% |
Q3 2022 | $8,248,000 | -3.7% | 153,003 | +2.4% | 8.57% | -6.4% |
Q2 2022 | $8,563,000 | – | 149,415 | – | 9.16% | – |
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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% |