WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 242 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - 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 ↓ |
|---|---|---|---|
| WIN ADVISORS, INC | 903,991 | $59,537,000 | 13.64% |
| Prestige Wealth Management Group LLC | 828,549 | $54,568,000 | 13.04% |
| Private Wealth Strategies, L.L.C. | 721,493 | $47,501,000 | 10.95% |
| Legacy Wealth Planning, LLC | 116,045 | $7,643,000 | 8.72% |
| Clearwater Capital Advisors, LLC | 1,172,309 | $77,208,000 | 8.52% |
| KB FINANCIAL PARTNERS, LLC | 433,059 | $28,521,000 | 8.19% |
| TAIYO LIFE INSURANCE CO | 850,000 | $55,981,000 | 7.98% |
| Astoria Portfolio Advisors LLC. | 131,391 | $8,653,000 | 6.86% |
| JD Financial Services Inc. | 119,513 | $7,871,000 | 6.49% |
| WEALTH MANAGEMENT RESOURCES, INC. | 138,585 | $9,127,000 | 5.88% |