WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 250 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is 113.39 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,500,428 | +37.7% | 23,632 | +30.9% | 0.33% | +27.6% |
| Q2 2023 | $1,089,607 | 0.0% | 18,052 | 0.0% | 0.26% | -1.1% |
| Q1 2023 | $1,089,607 | 0.0% | 18,052 | 0.0% | 0.26% | +0.4% |
| Q4 2022 | $1,089,607 | +27.7% | 18,052 | +19.6% | 0.26% | +19.5% |
| Q3 2022 | $853,000 | +28.3% | 15,089 | +34.1% | 0.22% | +32.5% |
| Q2 2022 | $665,000 | +213.7% | 11,249 | +237.5% | 0.17% | +238.8% |
| Q1 2022 | $212,000 | +116.3% | 3,333 | +124.6% | 0.05% | +113.0% |
| Q4 2021 | $98,000 | +12.6% | 1,484 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $87,000 | -2.2% | 1,484 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $89,000 | +4.7% | 1,484 | 0.0% | 0.02% | -8.0% |
| Q1 2021 | $85,000 | +6.2% | 1,484 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $80,000 | -5.9% | 1,484 | -13.9% | 0.02% | +47.1% |
| Q3 2020 | $85,000 | +9.0% | 1,723 | 0.0% | 0.02% | -41.4% |
| Q2 2020 | $78,000 | +16.4% | 1,723 | 0.0% | 0.03% | -9.4% |
| Q1 2020 | $67,000 | -19.3% | 1,723 | +0.8% | 0.03% | -5.9% |
| Q4 2019 | $83,000 | +7.8% | 1,710 | 0.0% | 0.03% | +30.8% |
| Q3 2019 | $77,000 | +2.7% | 1,710 | 0.0% | 0.03% | -13.3% |
| Q2 2019 | $75,000 | – | 1,710 | – | 0.03% | – |
Download | ||||||
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% |