WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 377 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,757,418 | -5.3% | 27,615 | -1.8% | 0.14% | -3.4% |
| Q2 2023 | $1,855,934 | +6.0% | 28,133 | -1.1% | 0.15% | +2.8% |
| Q1 2023 | $1,750,136 | -0.9% | 28,439 | -2.8% | 0.14% | -6.5% |
| Q4 2022 | $1,765,288 | -8.8% | 29,246 | -17.3% | 0.15% | -16.8% |
| Q3 2022 | $1,935,000 | -6.1% | 35,361 | -1.5% | 0.18% | -3.1% |
| Q2 2022 | $2,061,000 | -20.1% | 35,887 | -10.4% | 0.19% | -14.7% |
| Q1 2022 | $2,578,000 | – | 40,031 | – | 0.22% | – |
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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% |