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 | $11,210,429 | -6.0% | 176,570 | -1.3% | 0.02% | +14.3% |
| Q2 2023 | $11,920,807 | +1.1% | 178,830 | -5.4% | 0.01% | -17.6% |
| Q1 2023 | $11,788,494 | +1.6% | 189,100 | -1.7% | 0.02% | -10.5% |
| Q4 2022 | $11,608,435 | +9.1% | 192,320 | -2.6% | 0.02% | -5.0% |
| Q3 2022 | $10,641,000 | -11.8% | 197,380 | -6.3% | 0.02% | -4.8% |
| Q2 2022 | $12,066,000 | -13.1% | 210,540 | -3.5% | 0.02% | +5.0% |
| Q1 2022 | $13,888,000 | +24.7% | 218,120 | +1.9% | 0.02% | 0.0% |
| Q4 2021 | $11,138,000 | +13.5% | 213,950 | +2.9% | 0.02% | +11.1% |
| Q3 2021 | $9,813,000 | +7.6% | 208,000 | +9.4% | 0.02% | 0.0% |
| Q2 2021 | $9,123,000 | +8.0% | 190,120 | +2.4% | 0.02% | 0.0% |
| Q1 2021 | $8,445,000 | +11.3% | 185,690 | +3.0% | 0.02% | 0.0% |
| Q4 2020 | $7,588,000 | +14.0% | 180,250 | 0.0% | 0.02% | +5.9% |
| Q3 2020 | $6,658,000 | +1.8% | 180,250 | -9.0% | 0.02% | -15.0% |
| Q2 2020 | $6,540,000 | +16.5% | 198,050 | -1.0% | 0.02% | 0.0% |
| Q1 2020 | $5,613,000 | – | 199,950 | – | 0.02% | – |
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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% |