WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 381 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,863,145 | +6.0% | 45,096 | +11.3% | 0.06% | +9.3% |
| Q2 2023 | $2,701,730 | -4.6% | 40,530 | -10.8% | 0.05% | -10.0% |
| Q1 2023 | $2,832,917 | +2.6% | 45,443 | -0.6% | 0.06% | -4.8% |
| Q4 2022 | $2,760,685 | +19.7% | 45,737 | +6.9% | 0.06% | +16.7% |
| Q3 2022 | $2,306,000 | -3.1% | 42,776 | +3.0% | 0.05% | +5.9% |
| Q2 2022 | $2,380,000 | +13.1% | 41,534 | +25.7% | 0.05% | +34.2% |
| Q1 2022 | $2,104,000 | +78.0% | 33,053 | +84.2% | 0.04% | +81.0% |
| Q4 2021 | $1,182,000 | +11.2% | 17,940 | -0.7% | 0.02% | +5.0% |
| Q3 2021 | $1,063,000 | -0.3% | 18,073 | +1.2% | 0.02% | +5.3% |
| Q2 2021 | $1,066,000 | +8.2% | 17,866 | +3.7% | 0.02% | -5.0% |
| Q1 2021 | $985,000 | +55.6% | 17,230 | +46.8% | 0.02% | +53.8% |
| Q4 2020 | $633,000 | +8.8% | 11,735 | 0.0% | 0.01% | -13.3% |
| Q3 2020 | $582,000 | +23.8% | 11,735 | +13.5% | 0.02% | +25.0% |
| Q2 2020 | $470,000 | +24.0% | 10,335 | +6.1% | 0.01% | 0.0% |
| Q1 2020 | $379,000 | -18.1% | 9,743 | +2.1% | 0.01% | +9.1% |
| Q4 2019 | $463,000 | +7.7% | 9,544 | 0.0% | 0.01% | -8.3% |
| Q3 2019 | $430,000 | -5.7% | 9,544 | -8.6% | 0.01% | 0.0% |
| Q2 2019 | $456,000 | -27.2% | 10,444 | -28.2% | 0.01% | -29.4% |
| Q1 2019 | $626,000 | +16.4% | 14,539 | +3.6% | 0.02% | 0.0% |
| Q4 2018 | $538,000 | -13.6% | 14,039 | 0.0% | 0.02% | +6.2% |
| Q3 2018 | $623,000 | +8.3% | 14,039 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $575,000 | +2.5% | 14,039 | +1.0% | 0.02% | +14.3% |
| Q1 2018 | $561,000 | -0.7% | 13,898 | +2.0% | 0.01% | -6.7% |
| Q4 2017 | $565,000 | +96.9% | 13,630 | +81.1% | 0.02% | +87.5% |
| Q3 2017 | $287,000 | +3.6% | 7,525 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $277,000 | +19.4% | 7,525 | +15.3% | 0.01% | +14.3% |
| Q1 2017 | $232,000 | +10.5% | 6,525 | +3.2% | 0.01% | +16.7% |
| Q4 2016 | $210,000 | – | 6,325 | – | 0.01% | – |
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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% |