WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 250 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is 113.39 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,240,246 | +9.6% | 255,792 | +15.1% | 0.25% | +8.5% |
| Q2 2023 | $14,817,030 | +24.1% | 222,278 | +16.1% | 0.23% | +17.6% |
| Q1 2023 | $11,938,281 | +47.5% | 191,503 | +42.9% | 0.20% | +35.4% |
| Q4 2022 | $8,091,281 | +19.1% | 134,050 | +6.3% | 0.15% | -18.3% |
| Q3 2022 | $6,796,000 | +10.9% | 126,058 | +17.9% | 0.18% | +28.6% |
| Q2 2022 | $6,130,000 | -10.1% | 106,958 | -0.1% | 0.14% | +2.9% |
| Q1 2022 | $6,815,000 | +0.5% | 107,037 | +4.0% | 0.14% | -0.7% |
| Q4 2021 | $6,781,000 | +18.8% | 102,963 | +6.1% | 0.14% | +23.4% |
| Q3 2021 | $5,708,000 | +6.1% | 97,014 | +7.6% | 0.11% | -12.6% |
| Q2 2021 | $5,381,000 | +29.7% | 90,185 | +24.3% | 0.13% | +11.4% |
| Q1 2021 | $4,149,000 | +11.6% | 72,553 | +5.3% | 0.11% | -4.2% |
| Q4 2020 | $3,719,000 | +22.0% | 68,930 | +12.1% | 0.12% | +3.5% |
| Q3 2020 | $3,048,000 | -49.8% | 61,495 | -54.0% | 0.12% | -55.6% |
| Q2 2020 | $6,076,000 | +19.4% | 133,570 | +2.1% | 0.26% | -5.1% |
| Q1 2020 | $5,089,000 | -8.9% | 130,794 | +13.6% | 0.27% | +14.2% |
| Q4 2019 | $5,586,000 | -2.6% | 115,173 | -9.3% | 0.24% | -5.5% |
| Q3 2019 | $5,736,000 | +49.4% | 126,936 | +44.2% | 0.25% | +48.0% |
| Q2 2019 | $3,840,000 | – | 88,028 | – | 0.17% | – |
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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% |