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 | $23,911,185 | +1752.1% | 376,613 | +1757.2% | 0.01% | – |
| Q1 2022 | $1,291,000 | -7.6% | 20,279 | -4.4% | 0.00% | – |
| Q4 2021 | $1,397,000 | +9.6% | 21,208 | -2.1% | 0.00% | – |
| Q3 2021 | $1,275,000 | +108.7% | 21,668 | +111.7% | 0.00% | – |
| Q2 2021 | $611,000 | +4.4% | 10,235 | 0.0% | 0.00% | – |
| Q1 2021 | $585,000 | +2.5% | 10,235 | -3.3% | 0.00% | – |
| Q4 2020 | $571,000 | +171.9% | 10,580 | +149.5% | 0.00% | – |
| Q3 2020 | $210,000 | -57.2% | 4,241 | -58.2% | 0.00% | – |
| Q4 2019 | $491,000 | +108.1% | 10,141 | +87.3% | 0.00% | – |
| Q2 2019 | $236,000 | -12.9% | 5,415 | -14.1% | 0.00% | – |
| Q1 2019 | $271,000 | -54.3% | 6,301 | -59.3% | 0.00% | – |
| Q4 2018 | $593,000 | +105.9% | 15,481 | +138.0% | 0.00% | – |
| Q3 2018 | $288,000 | +2.1% | 6,505 | -5.3% | 0.00% | – |
| Q2 2018 | $282,000 | -12.7% | 6,866 | -18.9% | 0.00% | – |
| Q3 2017 | $323,000 | +22.8% | 8,469 | +7.2% | 0.00% | – |
| Q4 2016 | $263,000 | – | 7,901 | – | 0.00% | – |
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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% |