WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 377 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,342 | +191.0% | 131,390 | +205.5% | 0.05% | +183.3% |
| Q2 2023 | $2,867 | +475.7% | 43,006 | +438.3% | 0.02% | +500.0% |
| Q1 2023 | $498 | +130.6% | 7,989 | +122.7% | 0.00% | +50.0% |
| Q4 2022 | $216 | -99.9% | 3,587 | -18.3% | 0.00% | 0.0% |
| Q3 2022 | $237,000 | -43.0% | 4,392 | -39.4% | 0.00% | -33.3% |
| Q2 2022 | $416,000 | +183.0% | 7,252 | +215.0% | 0.00% | +200.0% |
| Q1 2022 | $147,000 | +113.0% | 2,302 | +118.2% | 0.00% | – |
| Q4 2021 | $69,000 | +283.3% | 1,055 | +258.8% | 0.00% | – |
| Q2 2021 | $18,000 | 0.0% | 294 | 0.0% | 0.00% | – |
| Q1 2021 | $18,000 | 0.0% | 294 | 0.0% | 0.00% | – |
| Q4 2020 | $18,000 | 0.0% | 294 | 0.0% | 0.00% | – |
| Q3 2020 | $18,000 | 0.0% | 294 | 0.0% | 0.00% | – |
| Q2 2020 | $18,000 | 0.0% | 294 | 0.0% | 0.00% | – |
| Q1 2020 | $18,000 | 0.0% | 294 | 0.0% | 0.00% | – |
| Q4 2019 | $18,000 | 0.0% | 294 | 0.0% | 0.00% | – |
| Q3 2019 | $18,000 | 0.0% | 294 | 0.0% | 0.00% | – |
| Q2 2019 | $18,000 | 0.0% | 294 | 0.0% | 0.00% | – |
| Q1 2019 | $18,000 | -81.1% | 294 | -88.1% | 0.00% | -100.0% |
| Q4 2018 | $95,000 | 0.0% | 2,468 | +15.1% | 0.00% | 0.0% |
| Q3 2018 | $95,000 | – | 2,144 | – | 0.00% | – |
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% |