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 | $9,044,541 | -21.8% | 142,456 | -17.9% | 1.18% | -23.1% |
| Q2 2023 | $11,566,244 | +6.5% | 173,511 | -0.4% | 1.54% | +2.7% |
| Q1 2023 | $10,861,027 | +3.6% | 174,222 | +0.3% | 1.49% | +2.6% |
| Q4 2022 | $10,480,611 | +27.9% | 173,635 | +14.2% | 1.46% | +15.6% |
| Q3 2022 | $8,195,000 | -3.9% | 152,013 | +2.2% | 1.26% | +4.3% |
| Q2 2022 | $8,526,000 | -7.5% | 148,765 | +2.8% | 1.21% | -4.1% |
| Q1 2022 | $9,213,000 | +3.1% | 144,707 | +6.6% | 1.26% | +14.2% |
| Q4 2021 | $8,940,000 | +15.5% | 135,742 | +3.2% | 1.10% | +8.2% |
| Q3 2021 | $7,742,000 | +60.3% | 131,578 | +62.6% | 1.02% | +60.7% |
| Q2 2021 | $4,829,000 | +9.7% | 80,936 | +5.1% | 0.63% | +3.9% |
| Q1 2021 | $4,402,000 | -6.9% | 76,977 | -12.1% | 0.61% | -13.2% |
| Q4 2020 | $4,727,000 | +37.8% | 87,597 | +26.6% | 0.70% | +26.9% |
| Q3 2020 | $3,430,000 | +29.9% | 69,196 | +19.2% | 0.55% | +18.4% |
| Q2 2020 | $2,640,000 | +27.2% | 58,033 | +8.8% | 0.47% | +5.6% |
| Q1 2020 | $2,076,000 | -55.3% | 53,346 | -44.3% | 0.44% | -43.8% |
| Q4 2019 | $4,642,000 | +4.7% | 95,766 | -2.6% | 0.79% | -3.1% |
| Q3 2019 | $4,433,000 | +0.1% | 98,315 | -3.1% | 0.81% | -4.4% |
| Q2 2019 | $4,427,000 | -5.8% | 101,425 | -7.0% | 0.85% | -23.0% |
| Q1 2019 | $4,698,000 | +4.8% | 109,106 | -6.7% | 1.10% | -23.4% |
| Q4 2018 | $4,484,000 | -14.0% | 116,995 | -0.6% | 1.44% | +9.9% |
| Q3 2018 | $5,215,000 | +59.9% | 117,645 | +47.9% | 1.31% | +54.4% |
| Q2 2018 | $3,261,000 | +33.5% | 79,519 | +31.4% | 0.85% | +32.9% |
| Q1 2018 | $2,443,000 | +15.9% | 60,528 | +19.0% | 0.64% | +15.3% |
| Q4 2017 | $2,107,000 | +19.0% | 50,863 | +9.6% | 0.55% | +17.9% |
| Q3 2017 | $1,771,000 | +16.7% | 46,421 | +12.5% | 0.47% | +10.1% |
| Q2 2017 | $1,517,000 | -51.3% | 41,248 | -53.0% | 0.43% | -50.5% |
| Q1 2017 | $3,116,000 | +498.1% | 87,836 | +460.6% | 0.86% | +442.8% |
| Q4 2016 | $521,000 | -0.8% | 15,669 | -3.6% | 0.16% | -4.8% |
| Q3 2016 | $525,000 | – | 16,255 | – | 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% |