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 | $324,435 | -4.5% | 5,110 | +0.3% | 0.03% | +3.3% |
| Q2 2023 | $339,633 | +51.5% | 5,095 | +41.7% | 0.03% | +36.4% |
| Q1 2023 | $224,113 | +2.3% | 3,595 | +4.7% | 0.02% | +4.8% |
| Q1 2022 | $219,000 | -72.8% | 3,435 | -71.8% | 0.02% | -72.7% |
| Q4 2021 | $806,000 | +16.3% | 12,194 | +3.5% | 0.08% | +4.1% |
| Q3 2021 | $693,000 | +8.5% | 11,777 | +9.9% | 0.07% | +10.4% |
| Q2 2021 | $639,000 | +6.3% | 10,715 | +2.0% | 0.07% | -5.6% |
| Q1 2021 | $601,000 | -68.1% | 10,503 | -85.5% | 0.07% | +195.8% |
| Q3 2018 | $1,884,000 | +119.1% | 72,538 | +105.3% | 0.02% | +140.0% |
| Q2 2018 | $860,000 | – | 35,329 | – | 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% |