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 | $381 | -5.2% | 6,007 | -0.4% | 0.07% | -2.8% |
| Q2 2023 | $402 | +11.7% | 6,031 | +4.5% | 0.07% | +2.9% |
| Q1 2023 | $360 | +2.0% | 5,769 | +0.1% | 0.07% | -4.1% |
| Q4 2022 | $353 | -100.0% | 5,766 | -85.8% | 0.07% | -85.1% |
| Q1 2022 | $2,651,000 | +95.5% | 40,735 | +98.8% | 0.49% | +96.8% |
| Q4 2021 | $1,356,000 | +11.4% | 20,488 | +0.1% | 0.25% | -2.4% |
| Q3 2021 | $1,217,000 | -2.2% | 20,465 | -1.9% | 0.26% | -5.2% |
| Q2 2021 | $1,245,000 | -3.5% | 20,865 | -7.5% | 0.27% | -12.4% |
| Q1 2021 | $1,290,000 | -6.4% | 22,552 | -11.7% | 0.31% | -12.5% |
| Q4 2020 | $1,378,000 | -0.4% | 25,536 | -8.2% | 0.35% | -12.7% |
| Q3 2020 | $1,384,000 | -9.3% | 27,802 | -17.1% | 0.40% | -17.1% |
| Q2 2020 | $1,526,000 | +6.4% | 33,537 | -9.0% | 0.48% | -16.1% |
| Q1 2020 | $1,434,000 | -13.4% | 36,863 | +7.9% | 0.58% | -5.1% |
| Q4 2019 | $1,656,000 | +13.9% | 34,164 | +2.5% | 0.61% | -3.9% |
| Q3 2019 | $1,454,000 | +49.3% | 33,320 | +50.3% | 0.63% | +48.5% |
| Q2 2019 | $974,000 | +115.5% | 22,162 | +110.9% | 0.43% | +68.1% |
| Q1 2019 | $452,000 | +40.8% | 10,507 | +25.3% | 0.25% | +15.5% |
| Q4 2018 | $321,000 | – | 8,385 | – | 0.22% | – |
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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% |