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 | $3,333,415 | -5.7% | 52,503 | -1.0% | 0.01% | -7.1% |
| Q2 2023 | $3,535,756 | +5.6% | 53,042 | -1.3% | 0.01% | -6.7% |
| Q1 2023 | $3,348,853 | +0.8% | 53,719 | -2.4% | 0.02% | -11.8% |
| Q4 2022 | $3,321,540 | +15.8% | 55,029 | +3.5% | 0.02% | 0.0% |
| Q3 2022 | $2,868,000 | -21.9% | 53,191 | -17.0% | 0.02% | -29.2% |
| Q2 2022 | $3,673,000 | -6.6% | 64,096 | +3.8% | 0.02% | -4.0% |
| Q1 2022 | $3,932,000 | -5.6% | 61,749 | -2.3% | 0.02% | -13.8% |
| Q4 2021 | $4,165,000 | +14.6% | 63,233 | +2.4% | 0.03% | -3.3% |
| Q3 2021 | $3,633,000 | -3.3% | 61,751 | -2.0% | 0.03% | -14.3% |
| Q2 2021 | $3,758,000 | +4.3% | 62,984 | -0.0% | 0.04% | -10.3% |
| Q1 2021 | $3,603,000 | +62.8% | 63,001 | +53.6% | 0.04% | +34.5% |
| Q4 2020 | $2,213,000 | +11.3% | 41,007 | +2.5% | 0.03% | -12.1% |
| Q3 2020 | $1,988,000 | +30.6% | 40,013 | +19.6% | 0.03% | +32.0% |
| Q2 2020 | $1,522,000 | +50633.3% | 33,446 | +58577.2% | 0.02% | – |
| Q3 2019 | $3,000 | +50.0% | 57 | 0.0% | 0.00% | – |
| Q2 2019 | $2,000 | 0.0% | 57 | 0.0% | 0.00% | – |
| Q1 2019 | $2,000 | – | 57 | – | 0.00% | – |
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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% |