WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 447 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $366 | +16.9% | 5,487 | +9.1% | 0.03% | +28.0% |
| Q1 2023 | $313 | -100.0% | 5,028 | -94.6% | 0.02% | -94.9% |
| Q4 2022 | $5,614,691,040 | +1362689.1% | 93,020 | +1116.6% | 0.49% | +1127.5% |
| Q3 2022 | $412,000 | -54.9% | 7,646 | -51.8% | 0.04% | -56.5% |
| Q2 2022 | $914,000 | +74.8% | 15,874 | +93.2% | 0.09% | +109.1% |
| Q1 2022 | $523,000 | +7.0% | 8,215 | +11.0% | 0.04% | +4.8% |
| Q4 2021 | $489,000 | +11.9% | 7,398 | +0.2% | 0.04% | -12.5% |
| Q3 2021 | $437,000 | +45.7% | 7,382 | +0.4% | 0.05% | +14.3% |
| Q2 2021 | $300,000 | -28.9% | 7,352 | 0.0% | 0.04% | -22.2% |
| Q1 2021 | $422,000 | +1.2% | 7,352 | -6.4% | 0.05% | -8.5% |
| Q4 2020 | $417,000 | +67.5% | 7,852 | +57.0% | 0.06% | +55.3% |
| Q3 2020 | $249,000 | +2.5% | 5,002 | 0.0% | 0.04% | -9.5% |
| Q4 2019 | $243,000 | +6.6% | 5,002 | -1.2% | 0.04% | -4.5% |
| Q3 2019 | $228,000 | +3.2% | 5,064 | 0.0% | 0.04% | +2.3% |
| Q2 2019 | $221,000 | +1.4% | 5,064 | 0.0% | 0.04% | -4.4% |
| Q1 2019 | $218,000 | – | 5,064 | – | 0.04% | – |
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% |