WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 433 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 0.24 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $47,939,074 | -2.8% | 755,065 | +2.0% | 3.22% | +1.0% |
| Q2 2023 | $49,342,613 | -45.9% | 740,213 | -49.4% | 3.19% | +2.4% |
| Q1 2023 | $91,169,654 | +103.8% | 1,462,458 | +97.3% | 3.11% | -1.2% |
| Q4 2022 | $44,734,570 | +13.0% | 741,129 | +0.9% | 3.15% | -2.9% |
| Q3 2022 | $39,578,000 | -12.2% | 734,155 | -0.7% | 3.24% | -4.1% |
| Q2 2022 | $45,055,000 | -4.6% | 739,583 | -0.3% | 3.38% | +3.1% |
| Q1 2022 | $47,246,000 | -2.9% | 742,050 | +0.5% | 3.28% | -5.0% |
| Q4 2021 | $48,642,000 | +12.4% | 738,560 | +0.4% | 3.45% | +6.4% |
| Q3 2021 | $43,280,000 | -1.0% | 735,546 | +0.4% | 3.24% | -4.6% |
| Q2 2021 | $43,708,000 | +4.3% | 732,495 | -0.1% | 3.40% | -5.1% |
| Q1 2021 | $41,925,000 | +6.1% | 733,080 | +0.1% | 3.58% | -4.1% |
| Q4 2020 | $39,506,000 | +12.4% | 732,142 | +3.2% | 3.74% | +2.6% |
| Q3 2020 | $35,152,000 | +10.6% | 709,139 | +1.5% | 3.64% | +9.2% |
| Q2 2020 | $31,794,000 | +13.3% | 698,919 | -3.1% | 3.34% | +1.1% |
| Q1 2020 | $28,070,000 | -18.0% | 721,431 | +2.2% | 3.30% | +0.4% |
| Q4 2019 | $34,229,000 | +8.9% | 705,955 | +1.3% | 3.29% | +3.7% |
| Q3 2019 | $31,431,000 | +5.5% | 697,081 | +2.1% | 3.17% | +1.9% |
| Q2 2019 | $29,796,000 | +33.9% | 682,610 | +32.1% | 3.11% | +30.8% |
| Q1 2019 | $22,257,000 | +12.3% | 516,874 | -0.0% | 2.38% | +3.4% |
| Q4 2018 | $19,813,000 | -12.8% | 516,895 | +0.9% | 2.30% | -8.6% |
| Q3 2018 | $22,715,000 | +4.7% | 512,408 | -3.1% | 2.52% | +5.1% |
| Q2 2018 | $21,687,000 | +4.2% | 528,828 | +2.6% | 2.40% | +4.0% |
| Q1 2018 | $20,804,000 | -3.9% | 515,452 | -1.3% | 2.30% | -4.0% |
| Q4 2017 | $21,646,000 | +12.2% | 522,466 | +3.3% | 2.40% | +7.4% |
| Q3 2017 | $19,300,000 | +8.0% | 505,758 | +4.1% | 2.24% | +6.6% |
| Q2 2017 | $17,876,000 | +13.9% | 486,021 | +10.0% | 2.10% | +9.8% |
| Q1 2017 | $15,700,000 | +9.6% | 441,879 | +2.7% | 1.91% | +3.2% |
| Q4 2016 | $14,319,000 | +5.0% | 430,388 | +1.9% | 1.85% | +4.9% |
| Q3 2016 | $13,635,000 | +3.5% | 422,260 | +1.0% | 1.76% | -7.8% |
| Q2 2016 | $13,175,000 | +42.9% | 418,078 | +37.6% | 1.91% | +68.8% |
| Q1 2016 | $9,220,000 | +8.8% | 303,804 | +8.8% | 1.13% | +9.0% |
| Q4 2015 | $8,473,000 | +221.2% | 279,188 | +202.9% | 1.04% | +221.7% |
| Q3 2015 | $2,638,000 | +0.3% | 92,183 | +8.8% | 0.32% | +5.2% |
| Q2 2015 | $2,630,000 | – | 84,751 | – | 0.31% | – |
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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% |