WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 313 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,560,037 | -31.3% | 465,586 | -41.5% | 1.33% | +40.5% |
| Q2 2023 | $43,058,747 | +140.0% | 795,466 | +84.4% | 0.95% | +21.1% |
| Q1 2023 | $17,940,249 | +102491.9% | 431,265 | +2.6% | 0.78% | +67.2% |
| Q4 2022 | $17,487 | -99.9% | 420,372 | +3.2% | 0.47% | +5.7% |
| Q3 2022 | $16,961,000 | -25.9% | 407,505 | -25.9% | 0.44% | -38.6% |
| Q2 2022 | $22,884,000 | -10.5% | 549,862 | -10.5% | 0.72% | +125.7% |
| Q1 2022 | $25,575,000 | +76.9% | 614,616 | +180.0% | 0.32% | +13.1% |
| Q4 2021 | $14,455,000 | +17.6% | 219,474 | +5.1% | 0.28% | +14.6% |
| Q3 2021 | $12,296,000 | +4.1% | 208,820 | +5.5% | 0.25% | +0.8% |
| Q2 2021 | $11,807,000 | -3.8% | 197,955 | -7.8% | 0.24% | +2.1% |
| Q1 2021 | $12,278,000 | +24.0% | 214,790 | +17.1% | 0.24% | -40.4% |
| Q4 2020 | $9,904,000 | +16.7% | 183,414 | +7.1% | 0.40% | -20.9% |
| Q3 2020 | $8,485,000 | +30.4% | 171,182 | +17.9% | 0.51% | -1.7% |
| Q2 2020 | $6,509,000 | +32.5% | 145,197 | +16.3% | 0.52% | +4.0% |
| Q1 2020 | $4,912,000 | -8.9% | 124,896 | +12.7% | 0.50% | +22.5% |
| Q4 2019 | $5,391,000 | +31.5% | 110,838 | +21.3% | 0.40% | +47.3% |
| Q3 2019 | $4,101,000 | +81920.0% | 91,384 | +82976.4% | 0.28% | +27400.0% |
| Q1 2019 | $5,000 | -99.5% | 110 | -99.6% | 0.00% | -98.5% |
| Q4 2018 | $1,104,000 | +63.6% | 29,071 | +90.8% | 0.07% | +139.3% |
| Q3 2018 | $675,000 | +129.6% | 15,233 | +112.4% | 0.03% | +133.3% |
| Q2 2018 | $294,000 | +216.1% | 7,173 | +220.1% | 0.01% | +200.0% |
| Q1 2018 | $93,000 | 0.0% | 2,241 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $93,000 | +69.1% | 2,241 | +54.2% | 0.00% | +100.0% |
| Q3 2017 | $55,000 | -14.1% | 1,453 | -17.0% | 0.00% | -33.3% |
| Q2 2017 | $64,000 | -83.0% | 1,751 | -83.5% | 0.00% | -81.2% |
| Q1 2017 | $377,000 | -21.6% | 10,624 | -26.6% | 0.02% | -30.4% |
| Q4 2016 | $481,000 | +32.9% | 14,472 | +29.0% | 0.02% | +21.1% |
| Q3 2016 | $362,000 | +2.0% | 11,218 | -0.3% | 0.02% | -5.0% |
| Q2 2016 | $355,000 | +7000.0% | 11,253 | +10130.0% | 0.02% | +1900.0% |
| Q1 2016 | $5,000 | -95.9% | 110 | -97.2% | 0.00% | -87.5% |
| Q4 2015 | $121,000 | – | 3,976 | – | 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% |