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 | $834,894 | -4.4% | 13,150 | +0.4% | 0.09% | -3.3% |
| Q2 2023 | $873,246 | +7.3% | 13,100 | +0.3% | 0.09% | -5.2% |
| Q1 2023 | $814,160 | +8.2% | 13,060 | +4.8% | 0.10% | +2.1% |
| Q4 2022 | $752,387 | +14.9% | 12,465 | +2.6% | 0.09% | +14.6% |
| Q3 2022 | $655,000 | -53.1% | 12,145 | -50.2% | 0.08% | -54.2% |
| Q2 2022 | $1,398,000 | -8.1% | 24,400 | +2.1% | 0.18% | +11.2% |
| Q1 2022 | $1,521,000 | +37.9% | 23,890 | +42.6% | 0.16% | +37.6% |
| Q4 2021 | $1,103,000 | +62.2% | 16,755 | +44.9% | 0.12% | +48.1% |
| Q3 2021 | $680,000 | +7.4% | 11,560 | +9.1% | 0.08% | +5.3% |
| Q2 2021 | $633,000 | +16.6% | 10,600 | +11.6% | 0.08% | +5.6% |
| Q1 2021 | $543,000 | +27.2% | 9,495 | +20.0% | 0.07% | +18.3% |
| Q4 2020 | $427,000 | +162.0% | 7,915 | +141.3% | 0.06% | +130.8% |
| Q3 2020 | $163,000 | +75.3% | 3,280 | +61.2% | 0.03% | +62.5% |
| Q2 2020 | $93,000 | – | 2,035 | – | 0.02% | – |
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% |