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 | $15,873 | -4.8% | 250 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $16,665 | +6.9% | 250 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $15,585 | +3.3% | 250 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $15,090 | +16.1% | 250 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $13,000 | -7.1% | 250 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $14,000 | -12.5% | 250 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $16,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $16,000 | +6.7% | 250 | 0.0% | 0.00% | -20.0% |
| Q3 2021 | $15,000 | 0.0% | 250 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $15,000 | -82.8% | 250 | -84.5% | 0.01% | -86.1% |
| Q4 2020 | $87,000 | +262.5% | 1,614 | +232.8% | 0.04% | +176.9% |
| Q3 2020 | $24,000 | +9.1% | 485 | 0.0% | 0.01% | +8.3% |
| Q2 2020 | $22,000 | +15.8% | 485 | 0.0% | 0.01% | +9.1% |
| Q1 2020 | $19,000 | -20.8% | 485 | 0.0% | 0.01% | -15.4% |
| Q4 2019 | $24,000 | +9.1% | 485 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $22,000 | +4.8% | 485 | 0.0% | 0.01% | +8.3% |
| Q2 2019 | $21,000 | 0.0% | 485 | 0.0% | 0.01% | -7.7% |
| Q1 2019 | $21,000 | +10.5% | 485 | -3.0% | 0.01% | 0.0% |
| Q4 2018 | $19,000 | -13.6% | 500 | 0.0% | 0.01% | -7.1% |
| Q3 2018 | $22,000 | +4.8% | 500 | 0.0% | 0.01% | -6.7% |
| Q2 2018 | $21,000 | +5.0% | 500 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $20,000 | -9.1% | 500 | -5.7% | 0.02% | -11.8% |
| Q4 2017 | $22,000 | – | 530 | – | 0.02% | – |
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% |