WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 377 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $504,396 | -14.0% | 7,944 | -9.7% | 0.08% | -10.8% |
| Q2 2023 | $586,755 | +5.3% | 8,802 | -1.6% | 0.09% | -1.1% |
| Q1 2023 | $557,437 | -7.9% | 8,942 | -10.8% | 0.09% | -13.0% |
| Q4 2022 | $605,364 | +3.3% | 10,029 | -7.7% | 0.11% | -6.1% |
| Q3 2022 | $586,000 | +1.0% | 10,870 | +7.4% | 0.12% | +4.5% |
| Q2 2022 | $580,000 | +5.8% | 10,124 | +17.7% | 0.11% | +19.6% |
| Q1 2022 | $548,000 | -10.0% | 8,603 | -7.0% | 0.09% | 0.0% |
| Q4 2021 | $609,000 | -1.9% | 9,249 | -12.3% | 0.09% | -14.0% |
| Q3 2021 | $621,000 | -2.4% | 10,546 | -1.1% | 0.11% | -50.9% |
| Q2 2021 | $636,000 | +5.8% | 10,667 | +1.6% | 0.22% | +92.9% |
| Q1 2021 | $601,000 | +5.3% | 10,503 | -0.8% | 0.11% | -1.7% |
| Q4 2020 | $571,000 | +17.7% | 10,589 | +9.4% | 0.12% | +7.5% |
| Q3 2020 | $485,000 | +3.0% | 9,681 | +1.0% | 0.11% | +1.9% |
| Q2 2020 | $471,000 | +97.1% | 9,584 | +70.2% | 0.10% | +87.5% |
| Q1 2020 | $239,000 | +646.9% | 5,630 | +671.2% | 0.06% | +833.3% |
| Q3 2018 | $32,000 | +28.0% | 730 | +21.7% | 0.01% | +50.0% |
| Q2 2018 | $25,000 | +4.2% | 600 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $24,000 | – | 600 | – | 0.00% | – |
Download | ||||||
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% |