WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 488 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,851,305 | -83.0% | 29,159 | -82.2% | 0.89% | -82.5% |
| Q2 2023 | $10,892,244 | +9.9% | 163,400 | +2.8% | 5.06% | -2.2% |
| Q1 2023 | $9,910,377 | +14.3% | 158,973 | +10.7% | 5.18% | +3.5% |
| Q4 2022 | $8,668,119 | +58.8% | 143,607 | +41.8% | 5.00% | +47.1% |
| Q3 2022 | $5,459,000 | +1011.8% | 101,270 | +1082.8% | 3.40% | +908.6% |
| Q2 2022 | $491,000 | – | 8,562 | – | 0.34% | – |
Download | ||||||
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% |