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 | $16,392,869 | +239.8% | 258,196 | +256.7% | 0.18% | +234.5% |
| Q2 2023 | $4,824,712 | +14.4% | 72,378 | +7.0% | 0.06% | +5.8% |
| Q1 2023 | $4,215,613 | +4.9% | 67,623 | +1.6% | 0.05% | -3.7% |
| Q4 2022 | $4,017,417 | +16.2% | 66,558 | +3.8% | 0.05% | +1.9% |
| Q3 2022 | $3,458,000 | -12.9% | 64,147 | -7.3% | 0.05% | -11.7% |
| Q2 2022 | $3,968,000 | +3.4% | 69,235 | +14.6% | 0.06% | +13.2% |
| Q1 2022 | $3,836,000 | +8.6% | 60,398 | +12.6% | 0.05% | 0.0% |
| Q4 2021 | $3,532,000 | +30.0% | 53,624 | +16.4% | 0.05% | +17.8% |
| Q3 2021 | $2,717,000 | +18.5% | 46,071 | +19.9% | 0.04% | +7.1% |
| Q2 2021 | $2,293,000 | -6.7% | 38,419 | -10.7% | 0.04% | -20.8% |
| Q1 2021 | $2,458,000 | +11.4% | 43,018 | +5.1% | 0.05% | +1.9% |
| Q4 2020 | $2,206,000 | -53.7% | 40,921 | -57.5% | 0.05% | -31.6% |
| Q3 2020 | $4,768,000 | +389.0% | 96,277 | +350.1% | 0.08% | +171.4% |
| Q2 2020 | $975,000 | +50.9% | 21,389 | +29.3% | 0.03% | +47.4% |
| Q1 2020 | $646,000 | +24.0% | 16,546 | +54.8% | 0.02% | +58.3% |
| Q4 2019 | $521,000 | +129.5% | 10,686 | +114.4% | 0.01% | +33.3% |
| Q3 2019 | $227,000 | – | 4,985 | – | 0.01% | – |
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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% |