WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 378 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $47,815,148 | -4.4% | 753,113 | +0.4% | 1.79% | -1.2% |
| Q2 2023 | $50,011,199 | +3.6% | 750,243 | -3.1% | 1.81% | -4.1% |
| Q1 2023 | $48,254,203 | +2.2% | 774,049 | -1.0% | 1.89% | -0.5% |
| Q4 2022 | $47,214,299 | +28.8% | 782,212 | +15.0% | 1.90% | +19.2% |
| Q3 2022 | $36,666,000 | +3.1% | 680,137 | +9.6% | 1.59% | +3.8% |
| Q2 2022 | $35,558,000 | -4.6% | 620,445 | +6.0% | 1.53% | +8.3% |
| Q1 2022 | $37,267,000 | +6.1% | 585,319 | +9.7% | 1.42% | +10.7% |
| Q4 2021 | $35,130,000 | +7.9% | 533,398 | -3.6% | 1.28% | -3.6% |
| Q3 2021 | $32,565,000 | -11.8% | 553,444 | -10.5% | 1.33% | -11.1% |
| Q2 2021 | $36,902,000 | +0.7% | 618,430 | -3.5% | 1.49% | -7.4% |
| Q1 2021 | $36,646,000 | +2.6% | 640,779 | -3.2% | 1.61% | -0.7% |
| Q4 2020 | $35,712,000 | +7.2% | 661,823 | -1.5% | 1.62% | +0.1% |
| Q3 2020 | $33,299,000 | +4.9% | 671,761 | -3.8% | 1.62% | -5.2% |
| Q2 2020 | $31,750,000 | +14.9% | 697,966 | -1.7% | 1.71% | -3.8% |
| Q1 2020 | $27,630,000 | -30.0% | 710,112 | -12.8% | 1.78% | -17.9% |
| Q4 2019 | $39,472,000 | +5.6% | 814,352 | -1.8% | 2.16% | +1.7% |
| Q3 2019 | $37,384,000 | +2.1% | 829,106 | -1.2% | 2.13% | +0.4% |
| Q2 2019 | $36,618,000 | +0.8% | 838,895 | -0.6% | 2.12% | -4.2% |
| Q1 2019 | $36,343,000 | +7.5% | 843,998 | -4.3% | 2.21% | -5.6% |
| Q4 2018 | $33,794,000 | -2.0% | 881,654 | +13.4% | 2.34% | +15.0% |
| Q3 2018 | $34,467,000 | +10.0% | 777,499 | +1.8% | 2.04% | -3.9% |
| Q2 2018 | $31,331,000 | -4.2% | 763,978 | -5.7% | 2.12% | -5.2% |
| Q1 2018 | $32,701,000 | -5.5% | 810,241 | -3.0% | 2.23% | -3.5% |
| Q4 2017 | $34,598,000 | +31.2% | 835,107 | +20.9% | 2.32% | +23.5% |
| Q3 2017 | $26,361,000 | +0.7% | 690,790 | -3.0% | 1.87% | -0.4% |
| Q2 2017 | $26,181,000 | +1.9% | 711,832 | -1.7% | 1.88% | -1.7% |
| Q1 2017 | $25,703,000 | -10.6% | 724,442 | -16.1% | 1.91% | -15.6% |
| Q4 2016 | $28,742,000 | +280.0% | 863,889 | +268.8% | 2.27% | +267.6% |
| Q3 2016 | $7,564,000 | +39.0% | 234,250 | +35.9% | 0.62% | +39.3% |
| Q2 2016 | $5,442,000 | – | 172,311 | – | 0.44% | – |
Download | ||||||
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% |