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 | $2,495,682 | -4.8% | 39,308 | 0.0% | 0.66% | -3.2% |
| Q2 2023 | $2,620,289 | -1.5% | 39,308 | -7.9% | 0.68% | -7.2% |
| Q1 2023 | $2,660,875 | +3.3% | 42,683 | 0.0% | 0.74% | -2.8% |
| Q4 2022 | $2,576,362 | +10.7% | 42,683 | -1.1% | 0.76% | +2.2% |
| Q3 2022 | $2,327,000 | -7.7% | 43,169 | -1.9% | 0.74% | -6.3% |
| Q2 2022 | $2,522,000 | -10.0% | 44,014 | +0.0% | 0.79% | +5.3% |
| Q1 2022 | $2,802,000 | -4.4% | 44,004 | -1.1% | 0.75% | -38.3% |
| Q4 2021 | $2,931,000 | – | 44,497 | – | 1.22% | – |
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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% |