WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 447 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,057,081 | +9.5% | 15,041 | -1.1% | 0.23% | +0.4% |
| Q3 2023 | $965,683 | -4.8% | 15,210 | 0.0% | 0.23% | -1.7% |
| Q2 2023 | $1,013,899 | +6.4% | 15,210 | -0.5% | 0.23% | +1.3% |
| Q1 2023 | $952,992 | +100959.6% | 15,287 | -2.1% | 0.23% | -0.9% |
| Q4 2022 | $943 | -99.9% | 15,618 | +1.9% | 0.23% | +6.5% |
| Q3 2022 | $826,000 | +2.4% | 15,322 | +8.7% | 0.22% | +12.0% |
| Q2 2022 | $807,000 | -9.5% | 14,090 | +0.6% | 0.19% | +15.0% |
| Q1 2022 | $892,000 | -3.3% | 14,004 | 0.0% | 0.17% | +1.8% |
| Q4 2021 | $922,000 | +11.9% | 14,004 | 0.0% | 0.16% | +2.5% |
| Q3 2021 | $824,000 | +1.7% | 14,004 | +3.2% | 0.16% | +3.2% |
| Q2 2021 | $810,000 | +16.2% | 13,570 | +11.3% | 0.16% | +6.9% |
| Q1 2021 | $697,000 | +5.9% | 12,193 | 0.0% | 0.14% | +0.7% |
| Q4 2020 | $658,000 | +8.9% | 12,193 | 0.0% | 0.14% | -6.5% |
| Q3 2020 | $604,000 | +8.8% | 12,193 | 0.0% | 0.15% | +1.3% |
| Q2 2020 | $555,000 | +17.1% | 12,193 | 0.0% | 0.15% | -1.9% |
| Q1 2020 | $474,000 | -31.7% | 12,193 | -14.8% | 0.16% | -16.7% |
| Q4 2019 | $694,000 | +3.7% | 14,315 | -3.6% | 0.19% | -6.5% |
| Q3 2019 | $669,000 | -49.6% | 14,844 | -51.2% | 0.20% | -50.4% |
| Q2 2019 | $1,327,000 | -1.4% | 30,411 | -2.7% | 0.40% | -2.4% |
| Q1 2019 | $1,346,000 | -13.8% | 31,250 | -23.3% | 0.41% | -23.7% |
| Q4 2018 | $1,561,000 | +10.6% | 40,729 | +27.9% | 0.54% | +28.0% |
| Q3 2018 | $1,412,000 | -4.2% | 31,844 | -11.4% | 0.42% | -10.8% |
| Q2 2018 | $1,474,000 | -21.2% | 35,946 | -22.4% | 0.47% | -22.9% |
| Q1 2018 | $1,870,000 | -11.2% | 46,332 | -8.9% | 0.61% | +8.9% |
| Q4 2017 | $2,106,000 | +5.5% | 50,832 | -2.9% | 0.56% | -18.7% |
| Q3 2017 | $1,996,000 | +9.5% | 52,325 | +5.6% | 0.69% | +5.3% |
| Q2 2017 | $1,823,000 | +9.6% | 49,565 | +5.7% | 0.66% | +7.9% |
| Q1 2017 | $1,664,000 | -15.2% | 46,894 | -20.5% | 0.61% | -11.2% |
| Q4 2016 | $1,963,000 | +38.6% | 59,003 | +34.5% | 0.68% | +17.7% |
| Q3 2016 | $1,416,000 | – | 43,864 | – | 0.58% | – |
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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% |