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 | $6,842,588 | +0.1% | 107,774 | +5.1% | 0.22% | +1.4% |
| Q2 2023 | $6,834,284 | -13.6% | 102,525 | -19.2% | 0.22% | -23.3% |
| Q1 2023 | $7,908,338 | +3.1% | 126,858 | -0.2% | 0.29% | +4.0% |
| Q4 2022 | $7,669,960 | +21.0% | 127,070 | +8.1% | 0.28% | +0.7% |
| Q3 2022 | $6,338,000 | +2.1% | 117,571 | +8.5% | 0.28% | +43.2% |
| Q2 2022 | $6,208,000 | -20.4% | 108,324 | -11.5% | 0.19% | -59.1% |
| Q1 2022 | $7,795,000 | +0.0% | 122,435 | +3.5% | 0.47% | -38.6% |
| Q4 2021 | $7,794,000 | +102.4% | 118,340 | +80.9% | 0.76% | +89.8% |
| Q3 2021 | $3,850,000 | +14.8% | 65,425 | +16.4% | 0.40% | +27.9% |
| Q2 2021 | $3,353,000 | +46.0% | 56,195 | +39.9% | 0.32% | +31.2% |
| Q1 2021 | $2,297,000 | +23.3% | 40,171 | +16.3% | 0.24% | +33.3% |
| Q4 2020 | $1,863,000 | +43.6% | 34,532 | +32.0% | 0.18% | +52.5% |
| Q3 2020 | $1,297,000 | +1.3% | 26,159 | -7.0% | 0.12% | -7.1% |
| Q2 2020 | $1,280,000 | +14.9% | 28,135 | -1.7% | 0.13% | +2.4% |
| Q1 2020 | $1,114,000 | -5.4% | 28,628 | +17.9% | 0.12% | +19.2% |
| Q4 2019 | $1,177,000 | +30.6% | 24,281 | +21.6% | 0.10% | +5.1% |
| Q3 2019 | $901,000 | – | 19,972 | – | 0.10% | – |
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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% |