WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 388 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,714,584 | +1.1% | 90,008 | +6.1% | 9.52% | +0.8% |
| Q2 2023 | $5,653,168 | +24.1% | 84,806 | +16.0% | 9.44% | +15.7% |
| Q1 2023 | $4,555,258 | +5.2% | 73,083 | +1.9% | 8.16% | -1.4% |
| Q4 2022 | $4,329,541 | +15.6% | 71,729 | +3.2% | 8.27% | +7.3% |
| Q3 2022 | $3,746,000 | -0.7% | 69,482 | +5.5% | 7.71% | +12.4% |
| Q2 2022 | $3,774,000 | +139.9% | 65,858 | +166.6% | 6.86% | +192.0% |
| Q1 2022 | $1,573,000 | – | 24,705 | – | 2.35% | – |
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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% |