WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 447 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $175,498 | -23.1% | 2,764 | -19.3% | 0.16% | -21.2% |
| Q2 2023 | $228,147 | +4.5% | 3,423 | -2.3% | 0.21% | -1.0% |
| Q1 2023 | $218,302 | -3.4% | 3,502 | -6.5% | 0.21% | -5.8% |
| Q4 2022 | $226,070 | +0.0% | 3,745 | -10.7% | 0.22% | -12.9% |
| Q3 2022 | $226,000 | -15.4% | 4,192 | -10.1% | 0.26% | -10.8% |
| Q2 2022 | $267,000 | -11.0% | 4,662 | -1.1% | 0.29% | -3.7% |
| Q1 2022 | $300,000 | -3.2% | 4,714 | +0.3% | 0.30% | 0.0% |
| Q4 2021 | $310,000 | – | 4,702 | – | 0.30% | – |
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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% |