WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 301 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $645,000 | -21.4% | 9,786 | -29.8% | 0.04% | -34.4% |
| Q3 2021 | $821,000 | +6.6% | 13,942 | +8.1% | 0.06% | +3.2% |
| Q2 2021 | $770,000 | +12.6% | 12,898 | +7.8% | 0.06% | +1.6% |
| Q1 2021 | $684,000 | +0.9% | 11,966 | -4.7% | 0.06% | -6.2% |
| Q4 2020 | $678,000 | +11.5% | 12,561 | +2.5% | 0.06% | 0.0% |
| Q3 2020 | $608,000 | +10.3% | 12,257 | +1.1% | 0.06% | +1.6% |
| Q2 2020 | $551,000 | +87.4% | 12,120 | +60.3% | 0.06% | +68.4% |
| Q1 2020 | $294,000 | -16.2% | 7,561 | +4.4% | 0.04% | +5.6% |
| Q4 2019 | $351,000 | +7.7% | 7,240 | 0.0% | 0.04% | +2.9% |
| Q3 2019 | $326,000 | +35.3% | 7,240 | +31.0% | 0.04% | +34.6% |
| Q2 2019 | $241,000 | +31.7% | 5,527 | +15.9% | 0.03% | -31.6% |
| Q4 2018 | $183,000 | +125.9% | 4,768 | +159.8% | 0.04% | 0.0% |
| Q3 2018 | $81,000 | -60.7% | 1,835 | -64.1% | 0.04% | -11.6% |
| Q1 2018 | $206,000 | -99.4% | 5,107 | +403.2% | 0.04% | +377.8% |
| Q2 2017 | $37,000,000 | – | 1,015 | – | 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% |