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 | $11,566,990 | -7.1% | 182,186 | -2.4% | 0.19% | -5.9% |
| Q2 2023 | $12,448,889 | +2.8% | 186,752 | -3.8% | 0.20% | -2.4% |
| Q1 2023 | $12,104,808 | -2.3% | 194,174 | -5.4% | 0.21% | -7.6% |
| Q4 2022 | $12,388,467 | +10.7% | 205,243 | -1.2% | 0.22% | -3.8% |
| Q3 2022 | $11,194,000 | -7.2% | 207,643 | -1.4% | 0.23% | -7.1% |
| Q2 2022 | $12,065,000 | -10.0% | 210,530 | -0.1% | 0.25% | -16.6% |
| Q1 2022 | $13,413,000 | -3.8% | 210,665 | -0.5% | 0.30% | -2.3% |
| Q4 2021 | $13,947,000 | +38.5% | 211,765 | +23.7% | 0.31% | +47.8% |
| Q3 2021 | $10,073,000 | -10.1% | 171,195 | -8.8% | 0.21% | -29.2% |
| Q2 2021 | $11,203,000 | +2.7% | 187,745 | -1.5% | 0.30% | +13.9% |
| Q1 2021 | $10,904,000 | +3.4% | 190,665 | -2.4% | 0.26% | -17.5% |
| Q4 2020 | $10,542,000 | +19.7% | 195,365 | +10.0% | 0.31% | -40.1% |
| Q3 2020 | $8,806,000 | +8.8% | 177,655 | -0.1% | 0.52% | -7.1% |
| Q2 2020 | $8,093,000 | +14.8% | 177,918 | -1.8% | 0.56% | +90.5% |
| Q1 2020 | $7,050,000 | +3257.1% | 181,198 | +4089.5% | 0.30% | +1873.3% |
| Q4 2019 | $210,000 | – | 4,325 | – | 0.02% | – |
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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% |