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 | $17,134,737 | -3.5% | 269,881 | +1.3% | 2.85% | -0.9% |
| Q2 2023 | $17,751,277 | +1135.8% | 266,296 | +1055.7% | 2.87% | +1025.9% |
| Q1 2023 | $1,436,454 | +11.7% | 23,042 | +8.2% | 0.26% | +3.2% |
| Q4 2022 | $1,285,824 | +11.3% | 21,303 | -0.6% | 0.25% | +1.6% |
| Q3 2022 | $1,155,000 | -1.6% | 21,424 | +4.6% | 0.24% | -2.8% |
| Q2 2022 | $1,174,000 | -15.3% | 20,488 | -5.9% | 0.25% | -4.2% |
| Q1 2022 | $1,386,000 | -12.7% | 21,764 | -9.7% | 0.26% | -15.0% |
| Q4 2021 | $1,588,000 | +12.4% | 24,114 | +0.4% | 0.31% | +6.2% |
| Q3 2021 | $1,413,000 | -1.0% | 24,022 | +0.5% | 0.29% | -10.0% |
| Q2 2021 | $1,427,000 | +1.3% | 23,913 | -3.0% | 0.32% | -6.7% |
| Q1 2021 | $1,409,000 | +5.5% | 24,640 | -0.4% | 0.34% | +2.1% |
| Q4 2020 | $1,335,000 | +9.5% | 24,739 | +0.6% | 0.34% | -23.2% |
| Q3 2020 | $1,219,000 | +9.2% | 24,592 | +0.3% | 0.44% | +1.9% |
| Q2 2020 | $1,116,000 | -71.1% | 24,526 | -75.3% | 0.43% | -76.0% |
| Q1 2020 | $3,866,000 | -23.5% | 99,336 | -4.7% | 1.79% | -2.3% |
| Q4 2019 | $5,054,000 | +5.8% | 104,268 | -1.6% | 1.84% | -1.2% |
| Q3 2019 | $4,779,000 | +5.6% | 105,980 | +2.3% | 1.86% | +3.6% |
| Q2 2019 | $4,524,000 | +5.8% | 103,633 | +4.4% | 1.79% | +0.7% |
| Q1 2019 | $4,277,000 | +78.4% | 99,309 | +58.9% | 1.78% | +48.5% |
| Q4 2018 | $2,397,000 | +1075.0% | 62,517 | +1263.2% | 1.20% | +1232.2% |
| Q3 2018 | $204,000 | – | 4,586 | – | 0.09% | – |
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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% |