WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 378 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $91,299 | -16.8% | 1,438 | -12.6% | 0.07% | -28.3% |
| Q2 2023 | $109,722 | -17.8% | 1,646 | -23.2% | 0.09% | -21.4% |
| Q1 2023 | $133,532 | -13.9% | 2,142 | -16.7% | 0.12% | -20.4% |
| Q4 2022 | $155,000 | -17.6% | 2,572 | -26.2% | 0.15% | -28.3% |
| Q3 2022 | $188,000 | -20.0% | 3,485 | -15.2% | 0.20% | -12.8% |
| Q2 2022 | $235,000 | -17.0% | 4,109 | -7.6% | 0.24% | -17.5% |
| Q1 2022 | $283,000 | -14.2% | 4,445 | -11.4% | 0.28% | -10.1% |
| Q4 2021 | $330,000 | – | 5,015 | – | 0.32% | – |
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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% |