WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 447 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $31,557,169 | -3.1% | 497,041 | +1.8% | 0.12% | -3.2% |
Q2 2023 | $32,553,330 | +157375.5% | 488,348 | +47.3% | 0.13% | +41.6% |
Q1 2023 | $20,672 | +7.4% | 331,610 | +4.0% | 0.09% | -8.2% |
Q4 2022 | $19,250 | -99.9% | 318,933 | +9.2% | 0.10% | +19.8% |
Q3 2022 | $15,743,000 | +3.4% | 292,024 | +9.9% | 0.08% | 0.0% |
Q2 2022 | $15,224,000 | +95.7% | 265,643 | +117.4% | 0.08% | +113.2% |
Q1 2022 | $7,781,000 | +85.4% | 122,210 | +91.7% | 0.04% | +90.0% |
Q4 2021 | $4,198,000 | +193.4% | 63,754 | +162.0% | 0.02% | +150.0% |
Q3 2021 | $1,431,000 | +67.6% | 24,336 | +70.0% | 0.01% | +60.0% |
Q2 2021 | $854,000 | +23.6% | 14,313 | +18.4% | 0.01% | 0.0% |
Q1 2021 | $691,000 | -4.0% | 12,088 | -9.5% | 0.01% | 0.0% |
Q4 2020 | $720,000 | +16.9% | 13,350 | +7.3% | 0.01% | -16.7% |
Q3 2020 | $616,000 | +35.7% | 12,440 | +24.6% | 0.01% | +20.0% |
Q2 2020 | $454,000 | -26.7% | 9,982 | -37.3% | 0.01% | -37.5% |
Q1 2020 | $619,000 | -30.8% | 15,918 | -13.7% | 0.01% | -27.3% |
Q4 2019 | $894,000 | +123.5% | 18,443 | +108.0% | 0.01% | +120.0% |
Q3 2019 | $400,000 | -44.3% | 8,865 | -46.1% | 0.01% | -50.0% |
Q2 2019 | $718,000 | -79.8% | 16,439 | -80.1% | 0.01% | -80.4% |
Q1 2019 | $3,553,000 | – | 82,511 | – | 0.05% | – |
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% |