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 | $448,239 | -4.8% | 7,060 | 0.0% | 0.06% | -1.7% |
| Q2 2023 | $470,620 | -43.5% | 7,060 | -47.1% | 0.06% | -46.4% |
| Q1 2023 | $832,239 | +95.3% | 13,350 | +89.1% | 0.11% | +83.3% |
| Q4 2022 | $426,142 | +11.8% | 7,060 | 0.0% | 0.06% | -3.2% |
| Q3 2022 | $381,000 | -11.0% | 7,060 | -5.5% | 0.06% | -7.5% |
| Q2 2022 | $428,000 | -10.1% | 7,470 | 0.0% | 0.07% | 0.0% |
| Q1 2022 | $476,000 | -3.3% | 7,470 | 0.0% | 0.07% | -4.3% |
| Q4 2021 | $492,000 | +11.8% | 7,470 | 0.0% | 0.07% | +1.4% |
| Q3 2021 | $440,000 | -7.9% | 7,470 | -6.7% | 0.07% | -8.0% |
| Q2 2021 | $478,000 | +4.4% | 8,005 | 0.0% | 0.08% | 0.0% |
| Q1 2021 | $458,000 | +6.0% | 8,005 | 0.0% | 0.08% | -2.6% |
| Q4 2020 | $432,000 | +8.8% | 8,005 | 0.0% | 0.08% | +2.7% |
| Q3 2020 | $397,000 | +9.1% | 8,005 | 0.0% | 0.08% | +1.4% |
| Q2 2020 | $364,000 | – | 8,005 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 680,381 | $40,598,000 | 16.05% |
| Legacy Wealth Planning, LLC | 231,598 | $13,819,000 | 15.74% |
| Prestige Wealth Management Group LLC | 768,940 | $45,883,000 | 12.18% |
| Private Wealth Strategies, L.L.C. | 659,226 | $39,336,000 | 10.14% |
| Clearwater Capital Advisors, LLC | 1,183,240 | $70,604,000 | 8.22% |
| TAIYO LIFE INSURANCE CO | 850,000 | $50,720,000 | 8.01% |
| KB FINANCIAL PARTNERS, LLC | 336,263 | $20,065,000 | 7.58% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 191,789 | $11,444,000 | 5.78% |
| JD Financial Services Inc. | 101,722 | $6,070,000 | 5.63% |
| Stratos Investment Management, LLC | 295,403 | $17,627,000 | 4.85% |