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 | $36,271 | +2.9% | 571,284 | +8.0% | 0.17% | +5.0% |
| Q2 2023 | $35,257 | +14.9% | 528,911 | +7.5% | 0.16% | +7.3% |
| Q1 2023 | $30,673 | +14.9% | 492,022 | +11.3% | 0.15% | +8.7% |
| Q4 2022 | $26,692 | -99.9% | 442,214 | -2.1% | 0.14% | +0.7% |
| Q3 2022 | $24,347,000 | -7.6% | 451,622 | -1.8% | 0.14% | -3.5% |
| Q2 2022 | $26,357,000 | -12.1% | 459,901 | -2.4% | 0.14% | +2.9% |
| Q1 2022 | $29,999,000 | -9.2% | 471,166 | -6.1% | 0.14% | -6.8% |
| Q4 2021 | $33,055,000 | +18.2% | 501,903 | +5.6% | 0.15% | +7.2% |
| Q3 2021 | $27,973,000 | +5.7% | 475,409 | +7.2% | 0.14% | +8.7% |
| Q2 2021 | $26,468,000 | -5.7% | 443,566 | -9.6% | 0.13% | -16.4% |
| Q1 2021 | $28,069,000 | +14.3% | 490,796 | +7.9% | 0.15% | +5.6% |
| Q4 2020 | $24,551,000 | +11.7% | 454,993 | +2.6% | 0.14% | -2.7% |
| Q3 2020 | $21,988,000 | -1.2% | 443,583 | -9.3% | 0.15% | -11.4% |
| Q2 2020 | $22,250,000 | +11.5% | 489,129 | -4.6% | 0.17% | -12.6% |
| Q1 2020 | $19,947,000 | -0.6% | 512,645 | +23.8% | 0.19% | +23.2% |
| Q4 2019 | $20,076,000 | +23.2% | 414,196 | +14.7% | 0.16% | +8.4% |
| Q3 2019 | $16,289,000 | +7.6% | 361,262 | +4.1% | 0.14% | +2.9% |
| Q2 2019 | $15,142,000 | +10.6% | 346,891 | +9.1% | 0.14% | +6.1% |
| Q1 2019 | $13,688,000 | +25.1% | 317,884 | +11.4% | 0.13% | +8.3% |
| Q4 2018 | $10,939,000 | +16.3% | 285,386 | +34.5% | 0.12% | +34.4% |
| Q3 2018 | $9,406,000 | +16.1% | 212,187 | +7.4% | 0.09% | +4.7% |
| Q2 2018 | $8,103,000 | +9.7% | 197,597 | +8.0% | 0.09% | +3.6% |
| Q1 2018 | $7,386,000 | +40.1% | 182,997 | +43.8% | 0.08% | +33.9% |
| Q4 2017 | $5,272,000 | +29.7% | 127,244 | +19.4% | 0.06% | +12.7% |
| Q3 2017 | $4,066,000 | +2.6% | 106,559 | -1.1% | 0.06% | -5.2% |
| Q2 2017 | $3,963,000 | +20.5% | 107,747 | +16.2% | 0.06% | +3.6% |
| Q1 2017 | $3,289,000 | +17.0% | 92,700 | +9.7% | 0.06% | +5.7% |
| Q4 2016 | $2,810,000 | +31.1% | 84,473 | +27.2% | 0.05% | +32.5% |
| Q3 2016 | $2,144,000 | +2.5% | 66,396 | +0.2% | 0.04% | -9.1% |
| Q2 2016 | $2,092,000 | +8.0% | 66,251 | +7.0% | 0.04% | 0.0% |
| Q1 2016 | $1,937,000 | +108.7% | 61,944 | +102.7% | 0.04% | +100.0% |
| Q4 2015 | $928,000 | +71.5% | 30,564 | +61.6% | 0.02% | +37.5% |
| Q3 2015 | $541,000 | – | 18,918 | – | 0.02% | – |
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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% |