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 | $770,566 | +28.2% | 12,137 | +34.6% | 0.07% | +50.0% |
| Q2 2023 | $601,194 | +18.2% | 9,019 | +10.5% | 0.05% | +7.0% |
| Q1 2023 | $508,812 | +70.8% | 8,162 | +65.3% | 0.04% | +48.3% |
| Q4 2022 | $297,981 | +27.3% | 4,937 | +14.0% | 0.03% | +7.4% |
| Q3 2022 | $234,000 | -5.6% | 4,332 | +0.1% | 0.03% | -3.6% |
| Q2 2022 | $248,000 | -9.8% | 4,329 | +0.1% | 0.03% | +3.7% |
| Q1 2022 | $275,000 | -3.2% | 4,326 | +0.4% | 0.03% | -3.6% |
| Q4 2021 | $284,000 | +11.8% | 4,310 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $254,000 | -1.2% | 4,310 | 0.0% | 0.03% | -3.4% |
| Q2 2021 | $257,000 | +4.5% | 4,310 | 0.0% | 0.03% | -9.4% |
| Q1 2021 | $246,000 | +5.6% | 4,310 | 0.0% | 0.03% | -17.9% |
| Q4 2020 | $233,000 | +6.4% | 4,310 | -0.9% | 0.04% | -7.1% |
| Q3 2020 | $219,000 | -1.4% | 4,347 | -9.8% | 0.04% | -16.0% |
| Q2 2020 | $222,000 | +7.8% | 4,819 | -1.6% | 0.05% | -9.1% |
| Q1 2020 | $206,000 | -14.2% | 4,899 | -0.8% | 0.06% | -6.8% |
| Q4 2019 | $240,000 | +10.1% | 4,937 | 0.0% | 0.06% | -1.7% |
| Q3 2019 | $218,000 | -2.2% | 4,937 | 0.0% | 0.06% | -1.6% |
| Q2 2019 | $223,000 | +6.2% | 4,937 | +4.2% | 0.06% | -4.7% |
| Q1 2019 | $210,000 | – | 4,737 | – | 0.06% | – |
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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% |