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 | $524,778 | +26.7% | 8,265 | +33.0% | 0.02% | +33.3% |
| Q2 2023 | $414,151 | -4.5% | 6,212 | -10.7% | 0.02% | +7.1% |
| Q1 2023 | $433,613 | +3.4% | 6,955 | +0.1% | 0.01% | -6.7% |
| Q4 2022 | $419,214 | +108.6% | 6,945 | +98.2% | 0.02% | +114.3% |
| Q2 2022 | $201,000 | -5.6% | 3,504 | +4.7% | 0.01% | +16.7% |
| Q1 2022 | $213,000 | -22.5% | 3,346 | -20.0% | 0.01% | -25.0% |
| Q4 2021 | $275,000 | +11.8% | 4,181 | 0.0% | 0.01% | +14.3% |
| Q3 2021 | $246,000 | -7.2% | 4,181 | -5.9% | 0.01% | -12.5% |
| Q2 2021 | $265,000 | +2.7% | 4,441 | -1.5% | 0.01% | 0.0% |
| Q1 2021 | $258,000 | -7.2% | 4,509 | -12.5% | 0.01% | -11.1% |
| Q4 2020 | $278,000 | +3.7% | 5,154 | -4.8% | 0.01% | -18.2% |
| Q3 2020 | $268,000 | +3.9% | 5,416 | -4.4% | 0.01% | 0.0% |
| Q2 2020 | $258,000 | +12.7% | 5,666 | -3.9% | 0.01% | -21.4% |
| Q1 2020 | $229,000 | -28.2% | 5,898 | -10.3% | 0.01% | +7.7% |
| Q4 2019 | $319,000 | +17.7% | 6,576 | +9.3% | 0.01% | 0.0% |
| Q3 2019 | $271,000 | +3.4% | 6,014 | +0.1% | 0.01% | 0.0% |
| Q2 2019 | $262,000 | -14.9% | 6,007 | -15.9% | 0.01% | -23.5% |
| Q1 2019 | $308,000 | +3.4% | 7,142 | -8.2% | 0.02% | -22.7% |
| Q4 2018 | $298,000 | -15.8% | 7,782 | -2.6% | 0.02% | +4.8% |
| Q3 2018 | $354,000 | +25.5% | 7,992 | +16.1% | 0.02% | +10.5% |
| Q2 2018 | $282,000 | -0.4% | 6,881 | -2.0% | 0.02% | -9.5% |
| Q1 2018 | $283,000 | -9.6% | 7,024 | -7.1% | 0.02% | -12.5% |
| Q4 2017 | $313,000 | +36.7% | 7,562 | +25.8% | 0.02% | +26.3% |
| Q3 2017 | $229,000 | -4.2% | 6,009 | -7.6% | 0.02% | -13.6% |
| Q2 2017 | $239,000 | +3.9% | 6,500 | +0.1% | 0.02% | 0.0% |
| Q1 2017 | $230,000 | – | 6,493 | – | 0.02% | – |
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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% |