WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 433 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 0.24 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,122,551 | +5.8% | 17,932 | +14.3% | 0.06% | +10.9% |
| Q2 2023 | $1,060,918 | +23.5% | 15,694 | +15.1% | 0.06% | +10.0% |
| Q1 2023 | $859,006 | +3.2% | 13,633 | +3.4% | 0.05% | -2.0% |
| Q4 2022 | $832,749 | +7.6% | 13,183 | +1.4% | 0.05% | -7.3% |
| Q3 2022 | $774,000 | +6.0% | 13,005 | +8.2% | 0.06% | +3.8% |
| Q2 2022 | $730,000 | +2.5% | 12,017 | -0.3% | 0.05% | -1.9% |
| Q1 2022 | $712,000 | -14.0% | 12,053 | -9.4% | 0.05% | -8.5% |
| Q4 2021 | $828,000 | +12.7% | 13,307 | +14.7% | 0.06% | +13.5% |
| Q3 2021 | $735,000 | -40.5% | 11,606 | -42.5% | 0.05% | +13.0% |
| Q2 2021 | $1,236,000 | +94.3% | 20,172 | +86.5% | 0.05% | -11.5% |
| Q1 2021 | $636,000 | +12.6% | 10,818 | +4.5% | 0.05% | -3.7% |
| Q4 2020 | $565,000 | -4.1% | 10,349 | -13.2% | 0.05% | -22.9% |
| Q3 2020 | $589,000 | +11.8% | 11,921 | +7.0% | 0.07% | +6.1% |
| Q2 2020 | $527,000 | +25.8% | 11,142 | +14.1% | 0.07% | +1.5% |
| Q1 2020 | $419,000 | +516.2% | 9,764 | +480.2% | 0.06% | +550.0% |
| Q3 2018 | $68,000 | 0.0% | 1,683 | +2.1% | 0.01% | -9.1% |
| Q2 2018 | $68,000 | +3.0% | 1,648 | +1.5% | 0.01% | 0.0% |
| Q1 2018 | $66,000 | +1.5% | 1,623 | +3.4% | 0.01% | 0.0% |
| Q4 2017 | $65,000 | +8.3% | 1,570 | 0.0% | 0.01% | +10.0% |
| Q3 2017 | $60,000 | +100.0% | 1,570 | +83.8% | 0.01% | +25.0% |
| Q1 2017 | $30,000 | +7.1% | 854 | 0.0% | 0.01% | -20.0% |
| Q4 2016 | $28,000 | 0.0% | 854 | 0.0% | 0.01% | -9.1% |
| Q3 2016 | $28,000 | +3.7% | 854 | 0.0% | 0.01% | -15.4% |
| Q2 2016 | $27,000 | – | 854 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 680,381 | $40,598,000 | 16.05% |
| Legacy Wealth Planning, LLC | 231,598 | $13,819,000 | 15.74% |
| Prestige Wealth Management Group LLC | 768,940 | $45,883,000 | 12.18% |
| Private Wealth Strategies, L.L.C. | 659,226 | $39,336,000 | 10.14% |
| Clearwater Capital Advisors, LLC | 1,183,240 | $70,604,000 | 8.22% |
| TAIYO LIFE INSURANCE CO | 850,000 | $50,720,000 | 8.01% |
| KB FINANCIAL PARTNERS, LLC | 336,263 | $20,065,000 | 7.58% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 191,789 | $11,444,000 | 5.78% |
| JD Financial Services Inc. | 101,722 | $6,070,000 | 5.63% |
| Stratos Investment Management, LLC | 295,403 | $17,627,000 | 4.85% |