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 | $31,136,719 | -8.4% | 490,419 | -3.8% | 5.98% | -5.5% |
| Q2 2023 | $33,977,403 | +5.6% | 509,712 | -1.2% | 6.33% | -5.0% |
| Q1 2023 | $32,163,597 | +28.1% | 515,939 | +24.1% | 6.66% | -11.7% |
| Q4 2022 | $25,098,533 | +453.3% | 415,814 | +394.2% | 7.54% | +558.7% |
| Q3 2022 | $4,536,000 | +120.1% | 84,135 | +134.0% | 1.14% | +116.4% |
| Q2 2022 | $2,061,000 | +81.1% | 35,962 | +101.2% | 0.53% | +105.8% |
| Q1 2022 | $1,138,000 | +83.8% | 17,874 | +90.3% | 0.26% | +87.6% |
| Q4 2021 | $619,000 | +28.2% | 9,394 | +14.5% | 0.14% | +14.2% |
| Q3 2021 | $483,000 | -1.4% | 8,205 | -0.0% | 0.12% | -3.2% |
| Q2 2021 | $490,000 | +2.1% | 8,207 | -2.3% | 0.12% | -12.1% |
| Q1 2021 | $480,000 | -14.7% | 8,396 | -19.6% | 0.14% | -28.4% |
| Q4 2020 | $563,000 | +21.9% | 10,438 | +12.0% | 0.20% | +5.9% |
| Q3 2020 | $462,000 | – | 9,321 | – | 0.19% | – |
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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% |