WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 378 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,086,349 | -2.7% | 17,111 | +2.2% | 0.16% | +4.4% |
| Q2 2023 | $1,116,354 | +24.7% | 16,747 | +16.6% | 0.16% | +16.2% |
| Q1 2023 | $895,465 | +17.5% | 14,364 | +13.8% | 0.14% | +14.3% |
| Q4 2022 | $761,863 | +24.1% | 12,622 | +10.7% | 0.12% | +16.7% |
| Q3 2022 | $614,000 | +0.3% | 11,397 | +6.7% | 0.10% | +2.0% |
| Q2 2022 | $612,000 | +20.5% | 10,686 | +33.8% | 0.10% | +40.8% |
| Q1 2022 | $508,000 | +47.7% | 7,986 | +52.7% | 0.07% | +54.3% |
| Q4 2021 | $344,000 | +9.9% | 5,229 | -1.7% | 0.05% | -2.1% |
| Q3 2021 | $313,000 | – | 5,320 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 162,460 | $6,731,000 | 5.47% |
| Live Your Vision, LLC | 338,810 | $14,768,000 | 4.95% |
| Carroll Financial Associates, Inc. | 1,076,705 | $44,607,000 | 4.88% |
| Clearwater Capital Advisors, LLC | 526,161 | $21,799,000 | 4.78% |
| Blue Edge Capital, LLC | 210,367 | $8,715,505,000 | 3.48% |
| BEACON FINANCIAL GROUP | 388,232 | $16,084,000 | 2.80% |
| Relative Value Partners Group, LLC | 522,466 | $21,646,000 | 2.40% |
| BOSTON FINANCIAL MANGEMENT LLC | 835,107 | $34,598,000 | 2.32% |
| Allen Capital Group, LLC | 128,099 | $5,307,000 | 2.30% |
| BREITER CAPITAL MANAGEMENT INC | 37,828 | $1,567,000 | 2.25% |