WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 447 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $805,244 | -7.0% | 12,683 | -2.3% | 0.18% | -3.3% |
| Q2 2023 | $865,647 | +6.0% | 12,986 | -1.2% | 0.18% | +4.0% |
| Q1 2023 | $816,295 | -1.7% | 13,143 | -4.5% | 0.18% | -0.6% |
| Q4 2022 | $830,400 | +189.3% | 13,759 | +158.7% | 0.18% | +154.3% |
| Q3 2022 | $287,000 | -5.9% | 5,319 | 0.0% | 0.07% | +4.5% |
| Q2 2022 | $305,000 | -10.0% | 5,319 | 0.0% | 0.07% | -1.5% |
| Q1 2022 | $339,000 | -3.1% | 5,319 | 0.0% | 0.07% | -4.2% |
| Q4 2021 | $350,000 | +11.8% | 5,319 | 0.0% | 0.07% | +1.4% |
| Q3 2021 | $313,000 | -1.3% | 5,319 | 0.0% | 0.07% | 0.0% |
| Q2 2021 | $317,000 | +4.3% | 5,319 | 0.0% | 0.07% | 0.0% |
| Q1 2021 | $304,000 | +5.9% | 5,319 | 0.0% | 0.07% | -1.4% |
| Q4 2020 | $287,000 | +8.7% | 5,319 | 0.0% | 0.07% | -4.1% |
| Q3 2020 | $264,000 | +9.1% | 5,319 | 0.0% | 0.07% | +10.4% |
| Q2 2020 | $242,000 | +16.9% | 5,319 | 0.0% | 0.07% | +6.3% |
| Q1 2020 | $207,000 | +115.6% | 5,319 | +112.5% | 0.06% | +133.3% |
| Q4 2018 | $96,000 | +37.1% | 2,503 | +43.5% | 0.03% | +22.7% |
| Q1 2018 | $70,000 | – | 1,744 | – | 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% |