WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 447 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $19,617 | +9.0% | 325 | 0.0% | 0.01% | +25.0% |
| Q3 2022 | $18,000 | -5.3% | 325 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $19,000 | -9.5% | 325 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $21,000 | -19.2% | 325 | -18.8% | 0.00% | 0.0% |
| Q4 2021 | $26,000 | +8.3% | 400 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $24,000 | 0.0% | 400 | 0.0% | 0.00% | -20.0% |
| Q2 2021 | $24,000 | +4.3% | 400 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $23,000 | +4.5% | 400 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $22,000 | 0.0% | 400 | -11.1% | 0.01% | 0.0% |
| Q3 2020 | $22,000 | +10.0% | 450 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $20,000 | +11.1% | 450 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $18,000 | -18.2% | 450 | 0.0% | 0.01% | -16.7% |
| Q4 2019 | $22,000 | -31.2% | 450 | -35.7% | 0.01% | -33.3% |
| Q3 2019 | $32,000 | -53.6% | 700 | -55.6% | 0.01% | -52.6% |
| Q2 2019 | $69,000 | +1.5% | 1,575 | 0.0% | 0.02% | -5.0% |
| Q1 2019 | $68,000 | +13.3% | 1,575 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $60,000 | -14.3% | 1,575 | 0.0% | 0.02% | +11.1% |
| Q3 2018 | $70,000 | -32.0% | 1,575 | -37.0% | 0.02% | -37.9% |
| Q2 2018 | $103,000 | +2.0% | 2,500 | 0.0% | 0.03% | +3.6% |
| Q1 2018 | $101,000 | -2.9% | 2,500 | 0.0% | 0.03% | -3.4% |
| Q4 2017 | $104,000 | +9.5% | 2,500 | 0.0% | 0.03% | 0.0% |
| Q3 2017 | $95,000 | +3.3% | 2,500 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $92,000 | -25.8% | 2,500 | -28.6% | 0.03% | -25.6% |
| Q1 2017 | $124,000 | +6.9% | 3,500 | 0.0% | 0.04% | +2.6% |
| Q4 2016 | $116,000 | – | 3,500 | – | 0.04% | – |
Download | ||||||
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% |