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 | $1,037,744 | -4.8% | 16,345 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $1,089,558 | +106824.2% | 16,345 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $1,019 | +3.3% | 16,345 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $986 | -99.9% | 16,345 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $881,000 | -9.0% | 16,345 | -3.2% | 0.01% | 0.0% |
| Q2 2022 | $968,000 | -6.9% | 16,889 | +3.3% | 0.01% | +12.5% |
| Q1 2022 | $1,040,000 | -6.1% | 16,345 | -2.8% | 0.01% | -11.1% |
| Q4 2021 | $1,108,000 | +21.9% | 16,818 | +8.9% | 0.01% | +12.5% |
| Q3 2021 | $909,000 | -1.3% | 15,438 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $921,000 | +4.3% | 15,438 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $883,000 | +2.1% | 15,438 | -3.7% | 0.01% | 0.0% |
| Q4 2020 | $865,000 | +8.8% | 16,033 | 0.0% | 0.01% | -11.1% |
| Q3 2020 | $795,000 | +846.4% | 16,033 | +718.8% | 0.01% | +800.0% |
| Q1 2019 | $84,000 | +12.0% | 1,958 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $75,000 | +33.9% | 1,958 | +56.5% | 0.00% | 0.0% |
| Q3 2018 | $56,000 | +154.5% | 1,251 | +130.4% | 0.00% | – |
| Q2 2018 | $22,000 | -8.3% | 543 | -9.5% | 0.00% | – |
| Q1 2018 | $24,000 | -4.0% | 600 | 0.0% | 0.00% | – |
| Q4 2017 | $25,000 | – | 600 | – | 0.00% | – |
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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% |