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 | $36,979,933 | -1.1% | 582,453 | +4.0% | 12.43% | +0.9% |
| Q2 2023 | $37,402,668 | +9.2% | 559,854 | +1.9% | 12.32% | +2.2% |
| Q1 2023 | $34,262,315 | +6.4% | 549,604 | +3.0% | 12.05% | +5.2% |
| Q4 2022 | $32,197,531 | +13.9% | 533,425 | +1.8% | 11.45% | +3.5% |
| Q3 2022 | $28,269,000 | +7.0% | 523,898 | +13.6% | 11.07% | +2.8% |
| Q2 2022 | $26,427,000 | -8.4% | 461,119 | +3.3% | 10.77% | +14.7% |
| Q1 2022 | $28,853,000 | +1613.4% | 446,500 | +1576.7% | 9.39% | +1488.5% |
| Q4 2021 | $1,684,000 | – | 26,629 | – | 0.59% | – |
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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% |