WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 301 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $622,884 | -8.3% | 9,811 | -3.8% | 0.13% | +0.8% |
| Q2 2023 | $679,623 | +13.8% | 10,195 | +6.4% | 0.13% | +5.8% |
| Q1 2023 | $597,085 | +16.9% | 9,578 | +13.2% | 0.12% | +75.4% |
| Q4 2022 | $510,792 | +37.7% | 8,462 | +23.1% | 0.07% | -23.3% |
| Q3 2022 | $371,000 | -6.5% | 6,876 | -0.7% | 0.09% | +11.1% |
| Q2 2022 | $397,000 | +4.5% | 6,924 | +16.2% | 0.08% | +19.1% |
| Q1 2022 | $380,000 | +5.6% | 5,961 | +9.2% | 0.07% | +13.3% |
| Q4 2021 | $360,000 | +15.4% | 5,459 | +2.9% | 0.06% | +9.1% |
| Q3 2021 | $312,000 | +23.3% | 5,307 | +25.2% | 0.06% | +19.6% |
| Q2 2021 | $253,000 | -20.9% | 4,238 | -24.3% | 0.05% | -37.0% |
| Q1 2021 | $320,000 | -44.8% | 5,602 | -47.8% | 0.07% | -49.7% |
| Q4 2020 | $580,000 | -1.7% | 10,734 | -9.8% | 0.14% | -24.5% |
| Q3 2020 | $590,000 | +17.5% | 11,898 | +7.8% | 0.19% | 0.0% |
| Q2 2020 | $502,000 | +22.7% | 11,042 | +5.0% | 0.19% | +2.7% |
| Q1 2020 | $409,000 | +718.0% | 10,518 | +921.2% | 0.19% | +884.2% |
| Q4 2019 | $50,000 | +150.0% | 1,030 | +132.0% | 0.02% | +111.1% |
| Q3 2019 | $20,000 | -28.6% | 444 | -30.1% | 0.01% | -47.1% |
| Q3 2018 | $28,000 | +7.7% | 635 | 0.0% | 0.02% | -39.3% |
| Q2 2018 | $26,000 | -85.7% | 635 | -86.3% | 0.03% | -79.3% |
| Q1 2018 | $182,000 | +32.8% | 4,628 | +42.2% | 0.14% | +32.4% |
| Q4 2017 | $137,000 | +73.4% | 3,254 | +59.1% | 0.10% | +43.7% |
| Q3 2017 | $79,000 | +58.0% | 2,045 | +52.0% | 0.07% | +36.5% |
| Q2 2017 | $50,000 | -43.2% | 1,345 | -45.8% | 0.05% | -44.1% |
| Q1 2017 | $88,000 | +4.8% | 2,482 | 0.0% | 0.09% | -19.1% |
| Q4 2016 | $84,000 | – | 2,482 | – | 0.12% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WIN ADVISORS, INC | 903,991 | $59,537,000 | 13.64% |
| Prestige Wealth Management Group LLC | 828,549 | $54,568,000 | 13.04% |
| Private Wealth Strategies, L.L.C. | 721,493 | $47,501,000 | 10.95% |
| Legacy Wealth Planning, LLC | 116,045 | $7,643,000 | 8.72% |
| Clearwater Capital Advisors, LLC | 1,172,309 | $77,208,000 | 8.52% |
| KB FINANCIAL PARTNERS, LLC | 433,059 | $28,521,000 | 8.19% |
| TAIYO LIFE INSURANCE CO | 850,000 | $55,981,000 | 7.98% |
| Astoria Portfolio Advisors LLC. | 131,391 | $8,653,000 | 6.86% |
| JD Financial Services Inc. | 119,513 | $7,871,000 | 6.49% |
| WEALTH MANAGEMENT RESOURCES, INC. | 138,585 | $9,127,000 | 5.88% |