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 | $1,897 | -99.9% | 29,874 | +20.1% | 0.24% | +11.2% |
| Q2 2023 | $1,657,723 | +11.2% | 24,868 | +4.0% | 0.22% | -4.0% |
| Q1 2023 | $1,491,172 | +0.9% | 23,920 | -2.3% | 0.22% | -5.9% |
| Q4 2022 | $1,477,915 | +11.8% | 24,485 | -0.2% | 0.24% | +110.6% |
| Q3 2022 | $1,322,000 | -9.6% | 24,525 | -3.9% | 0.11% | -50.7% |
| Q2 2022 | $1,462,000 | -6.8% | 25,526 | +3.6% | 0.23% | -5.8% |
| Q1 2022 | $1,568,000 | -1.4% | 24,639 | +2.0% | 0.24% | +298.4% |
| Q4 2021 | $1,591,000 | +487.1% | 24,167 | +425.5% | 0.06% | +48.8% |
| Q3 2021 | $271,000 | -13.1% | 4,599 | -12.0% | 0.04% | -12.8% |
| Q2 2021 | $312,000 | -2.5% | 5,227 | -6.5% | 0.05% | -7.8% |
| Q1 2021 | $320,000 | -26.6% | 5,592 | -30.8% | 0.05% | -29.2% |
| Q4 2020 | $436,000 | -42.2% | 8,081 | -46.9% | 0.07% | -49.7% |
| Q3 2020 | $754,000 | -26.4% | 15,216 | -32.5% | 0.14% | -29.2% |
| Q2 2020 | $1,025,000 | +63.5% | 22,528 | +39.7% | 0.20% | +25.5% |
| Q1 2020 | $627,000 | +24.4% | 16,124 | +54.9% | 0.16% | +62.6% |
| Q4 2019 | $504,000 | +26.0% | 10,407 | +17.4% | 0.10% | +15.1% |
| Q3 2019 | $400,000 | +44.4% | 8,865 | +39.7% | 0.09% | +28.4% |
| Q2 2019 | $277,000 | – | 6,345 | – | 0.07% | – |
Download | ||||||
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% |