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 | $38,665 | -15.3% | 609 | -11.1% | 0.00% | 0.0% |
| Q2 2023 | $45,662 | +83.1% | 685 | +71.2% | 0.00% | 0.0% |
| Q1 2023 | $24,936 | +3.3% | 400 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $24,144 | +9.7% | 400 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $22,000 | -4.3% | 400 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $23,000 | -8.0% | 400 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $25,000 | -3.8% | 400 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $26,000 | +8.3% | 400 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $24,000 | -64.2% | 400 | -64.3% | 0.00% | -66.7% |
| Q2 2021 | $67,000 | +4.7% | 1,119 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $64,000 | +6.7% | 1,119 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $60,000 | +9.1% | 1,119 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $55,000 | +7.8% | 1,119 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $51,000 | -22.7% | 1,119 | -34.1% | 0.00% | -50.0% |
| Q1 2020 | $66,000 | -21.4% | 1,699 | -2.5% | 0.01% | 0.0% |
| Q4 2019 | $84,000 | +9.1% | 1,743 | +1.7% | 0.01% | 0.0% |
| Q3 2019 | $77,000 | +37.5% | 1,714 | +32.8% | 0.01% | +20.0% |
| Q2 2019 | $56,000 | +229.4% | 1,291 | +222.8% | 0.01% | +400.0% |
| Q1 2019 | $17,000 | -66.7% | 400 | -69.7% | 0.00% | -80.0% |
| Q4 2018 | $51,000 | -93.8% | 1,321 | -92.9% | 0.01% | -94.0% |
| Q3 2018 | $826,000 | +6.9% | 18,632 | -1.1% | 0.08% | -2.3% |
| Q2 2018 | $773,000 | – | 18,843 | – | 0.09% | – |
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% |