WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 382 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,988,877 | -0.5% | 51,146 | -2.9% | 0.11% | +4.8% |
| Q1 2024 | $4,010,382 | +8.2% | 52,685 | -0.1% | 0.10% | +1.9% |
| Q4 2023 | $3,706,005 | -95.1% | 52,732 | -95.6% | 0.10% | -95.6% |
| Q3 2023 | $76,273,024 | +2826.1% | 1,202,286 | +2970.9% | 2.32% | +2993.3% |
| Q2 2023 | $2,606,674 | +4482.8% | 39,151 | +4188.2% | 0.08% | +3650.0% |
| Q1 2023 | $56,880 | +1.4% | 913 | -99.9% | 0.00% | -99.9% |
| Q4 2022 | $56,103 | -99.9% | 929,472 | -3.3% | 1.58% | -0.6% |
| Q3 2022 | $51,774,000 | -5.1% | 961,267 | +0.9% | 1.59% | -8.0% |
| Q2 2022 | $54,557,000 | -64.2% | 952,958 | -60.2% | 1.73% | -59.9% |
| Q1 2022 | $152,260,000 | +37.2% | 2,395,158 | +42.1% | 4.32% | +31.7% |
| Q4 2021 | $110,954,000 | -9.5% | 1,685,211 | -19.2% | 3.28% | +2.2% |
| Q3 2021 | $122,635,000 | +204.4% | 2,086,340 | +208.7% | 3.21% | +167.9% |
| Q2 2021 | $40,285,000 | – | 675,809 | – | 1.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 656,319 | $32,357,000 | 17.18% |
| Legacy Wealth Planning, LLC | 237,599 | $11,778,000 | 13.46% |
| Prestige Wealth Management Group LLC | 652,652 | $32,352,000 | 9.77% |
| TAIYO LIFE INSURANCE CO | 850,000 | $42,135,000 | 8.46% |
| Clearwater Capital Advisors, LLC | 1,023,438 | $50,732,000 | 7.98% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 185,245 | $9,183,000 | 6.04% |
| BEACON FINANCIAL GROUP | 609,072 | $30,192,000 | 5.40% |
| One Capital Management, LLC | 767,904 | $38,065,000 | 5.19% |
| Stratos Investment Management, LLC | 236,694 | $11,733,000 | 4.26% |
| RVW Wealth, LLC | 487,558 | $24,168,000 | 4.08% |