WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 313 filers reported holding WISDOMTREE TR in Q1 2021. 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% | – |
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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% |