WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 313 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $381 | -4.8% | 6,000 | 0.0% | 0.06% | -1.6% |
| Q2 2023 | $400 | +7.0% | 6,000 | 0.0% | 0.06% | +8.8% |
| Q1 2023 | $374 | +3.3% | 6,000 | 0.0% | 0.06% | +7.5% |
| Q4 2022 | $362 | -99.9% | 6,000 | 0.0% | 0.05% | +20.5% |
| Q3 2022 | $323,000 | -6.1% | 6,000 | 0.0% | 0.04% | +2.3% |
| Q2 2022 | $344,000 | -9.9% | 6,000 | 0.0% | 0.04% | +7.5% |
| Q1 2022 | $382,000 | -3.3% | 6,000 | 0.0% | 0.04% | +2.6% |
| Q4 2021 | $395,000 | +11.9% | 6,000 | 0.0% | 0.04% | +2.6% |
| Q3 2021 | $353,000 | -1.4% | 6,000 | 0.0% | 0.04% | +2.7% |
| Q2 2021 | $358,000 | +4.4% | 6,000 | 0.0% | 0.04% | -2.6% |
| Q1 2021 | $343,000 | +5.9% | 6,000 | 0.0% | 0.04% | -5.0% |
| Q4 2020 | $324,000 | -68.9% | 6,000 | -71.4% | 0.04% | -74.5% |
| Q3 2020 | $1,041,000 | +9.0% | 21,000 | 0.0% | 0.16% | -14.7% |
| Q2 2020 | $955,000 | +16.9% | 21,000 | 0.0% | 0.18% | +1.1% |
| Q1 2020 | $817,000 | -19.7% | 21,000 | 0.0% | 0.18% | -5.7% |
| Q4 2019 | $1,018,000 | +7.5% | 21,000 | 0.0% | 0.19% | +10.3% |
| Q3 2019 | $947,000 | +3.3% | 21,000 | 0.0% | 0.18% | -7.9% |
| Q2 2019 | $917,000 | +1.4% | 21,000 | 0.0% | 0.19% | -3.6% |
| Q1 2019 | $904,000 | +12.3% | 21,000 | 0.0% | 0.20% | +2.1% |
| Q4 2018 | $805,000 | – | 21,000 | – | 0.19% | – |
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% |