WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 378 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $47,795,410 | +40.6% | 752,757 | +47.4% | 0.07% | +16.4% |
| Q2 2023 | $34,001,383 | +35.6% | 510,714 | +27.0% | 0.06% | +29.8% |
| Q1 2023 | $25,067,260 | -0.7% | 401,996 | -3.9% | 0.05% | -7.8% |
| Q4 2022 | $25,241,030 | +38.7% | 418,114 | +23.9% | 0.05% | +21.4% |
| Q3 2022 | $18,198,000 | +15.9% | 337,509 | +23.3% | 0.04% | +20.0% |
| Q2 2022 | $15,704,000 | -50.8% | 273,643 | -47.3% | 0.04% | -43.5% |
| Q1 2022 | $31,924,000 | -15.9% | 519,327 | -9.9% | 0.06% | -13.9% |
| Q4 2021 | $37,951,000 | +5.4% | 576,200 | -5.8% | 0.07% | -4.0% |
| Q3 2021 | $36,016,000 | -2.6% | 611,690 | -1.2% | 0.08% | -6.2% |
| Q2 2021 | $36,968,000 | +17.0% | 619,356 | +12.2% | 0.08% | +5.3% |
| Q1 2021 | $31,588,000 | -8.7% | 552,167 | -13.9% | 0.08% | -17.4% |
| Q4 2020 | $34,610,000 | +19.1% | 641,400 | +8.8% | 0.09% | +5.7% |
| Q3 2020 | $29,064,000 | +14.7% | 589,661 | +5.9% | 0.09% | +2.4% |
| Q2 2020 | $25,335,000 | +216.2% | 556,924 | -94.8% | 0.08% | +157.6% |
| Q1 2020 | $8,012,000 | – | 10,689,563 | – | 0.03% | – |
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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% |