WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 395 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,410,557 | +12.1% | 18,072 | +9.4% | 0.05% | +6.7% |
| Q1 2024 | $1,258,059 | +18.4% | 16,512 | +9.2% | 0.04% | +2.3% |
| Q4 2023 | $1,062,876 | -3.7% | 15,123 | -13.0% | 0.04% | -20.0% |
| Q3 2023 | $1,103,893 | +19.3% | 17,387 | +25.3% | 0.06% | +19.6% |
| Q2 2023 | $925,335 | +25.3% | 13,881 | +17.1% | 0.05% | +15.0% |
| Q1 2023 | $738,691 | +2.1% | 11,849 | -1.1% | 0.04% | -9.1% |
| Q4 2022 | $723,378 | +5.9% | 11,984 | +0.5% | 0.04% | -4.3% |
| Q3 2022 | $683,000 | 0.0% | 11,919 | 0.0% | 0.05% | 0.0% |
| Q2 2022 | $683,000 | +45.0% | 11,919 | +66.7% | 0.05% | +64.3% |
| Q4 2021 | $471,000 | +8.3% | 7,151 | -3.4% | 0.03% | +100.0% |
| Q3 2021 | $435,000 | -9.4% | 7,399 | -8.0% | 0.01% | -6.7% |
| Q2 2021 | $480,000 | +5.3% | 8,046 | +0.9% | 0.02% | -6.2% |
| Q1 2021 | $456,000 | – | 7,974 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 656,319 | $32,357,000 | 17.18% |
| Legacy Wealth Planning, LLC | 237,599 | $11,778,000 | 13.46% |
| Prestige Wealth Management Group LLC | 652,652 | $32,352,000 | 9.77% |
| TAIYO LIFE INSURANCE CO | 850,000 | $42,135,000 | 8.46% |
| Clearwater Capital Advisors, LLC | 1,023,438 | $50,732,000 | 7.98% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 185,245 | $9,183,000 | 6.04% |
| BEACON FINANCIAL GROUP | 609,072 | $30,192,000 | 5.40% |
| One Capital Management, LLC | 767,904 | $38,065,000 | 5.19% |
| Stratos Investment Management, LLC | 236,694 | $11,733,000 | 4.26% |
| RVW Wealth, LLC | 487,558 | $24,168,000 | 4.08% |