Corient Private Wealth LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 493 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.32 and the average weighting 1.0%.

Quarter-by-quarter ownership
Corient Private Wealth LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$3,972,346
+6.5%
62,567
+11.8%
0.01%0.0%
Q2 2023$3,730,697
+19.7%
55,966
+11.9%
0.01%
+12.5%
Q1 2023$3,117,183
+227.4%
50,003
+217.0%
0.01%
+166.7%
Q4 2022$952,05815,7730.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
WIN ADVISORS, INC 903,991$59,537,00013.64%
Prestige Wealth Management Group LLC 828,549$54,568,00013.04%
Private Wealth Strategies, L.L.C. 721,493$47,501,00010.95%
Legacy Wealth Planning, LLC 116,045$7,643,0008.72%
Clearwater Capital Advisors, LLC 1,172,309$77,208,0008.52%
KB FINANCIAL PARTNERS, LLC 433,059$28,521,0008.19%
TAIYO LIFE INSURANCE CO 850,000$55,981,0007.98%
Astoria Portfolio Advisors LLC. 131,391$8,653,0006.86%
JD Financial Services Inc. 119,513$7,871,0006.49%
WEALTH MANAGEMENT RESOURCES, INC. 138,585$9,127,0005.88%
View complete list of WISDOMTREE TR shareholders