WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 488 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,044,136 | +18.5% | 16,446 | +24.4% | 0.00% | – |
| Q2 2023 | $880,984 | -26.6% | 13,216 | -31.3% | 0.00% | – |
| Q1 2023 | $1,200,088 | +175.4% | 19,250 | +166.7% | 0.00% | – |
| Q4 2022 | $435,763 | +32.9% | 7,219 | +18.5% | 0.00% | – |
| Q3 2022 | $328,000 | -21.3% | 6,092 | -16.2% | 0.00% | – |
| Q2 2022 | $417,000 | +4.2% | 7,274 | +15.8% | 0.00% | – |
| Q1 2022 | $400,000 | +23.5% | 6,283 | +27.7% | 0.00% | – |
| Q4 2021 | $324,000 | +34.4% | 4,919 | +19.9% | 0.00% | – |
| Q3 2021 | $241,000 | +66.2% | 4,103 | +68.5% | 0.00% | – |
| Q2 2021 | $145,000 | -39.8% | 2,435 | -42.1% | 0.00% | – |
| Q1 2021 | $241,000 | +59.6% | 4,209 | +50.1% | 0.00% | – |
| Q4 2020 | $151,000 | +77.6% | 2,804 | +64.3% | 0.00% | – |
| Q3 2020 | $85,000 | -10.5% | 1,707 | -18.4% | 0.00% | – |
| Q2 2020 | $95,000 | -7.8% | 2,093 | -21.3% | 0.00% | – |
| Q1 2020 | $103,000 | -46.1% | 2,658 | -32.5% | 0.00% | – |
| Q4 2019 | $191,000 | +83.7% | 3,936 | +70.9% | 0.00% | – |
| Q3 2019 | $104,000 | -31.1% | 2,303 | -33.5% | 0.00% | – |
| Q2 2019 | $151,000 | +196.1% | 3,464 | +189.1% | 0.00% | – |
| Q1 2019 | $51,000 | +2450.0% | 1,198 | +2562.2% | 0.00% | – |
| Q4 2018 | $2,000 | – | 45 | – | 0.00% | – |
Download | ||||||
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% |