WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 378 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $53,403,211 | +16.4% | 759,864 | +5.2% | 5.87% | +6.1% |
| Q3 2023 | $45,867,417 | -2.7% | 722,435 | +2.1% | 5.53% | -0.6% |
| Q2 2023 | $47,154,334 | +13.7% | 707,386 | +6.4% | 5.56% | +8.3% |
| Q1 2023 | $41,457,933 | +13.1% | 665,029 | +9.5% | 5.14% | +10.1% |
| Q4 2022 | $36,657,225 | +16.8% | 607,310 | +4.3% | 4.67% | +6.0% |
| Q3 2022 | $31,397,000 | -10.3% | 582,394 | -4.7% | 4.40% | -6.1% |
| Q2 2022 | $35,014,000 | -10.0% | 610,965 | -0.1% | 4.69% | +4.3% |
| Q1 2022 | $38,923,000 | -0.7% | 611,319 | +2.8% | 4.50% | +2.7% |
| Q4 2021 | $39,180,000 | +11.9% | 594,903 | +0.4% | 4.38% | +4.0% |
| Q3 2021 | $35,000,000 | +2.9% | 592,622 | +3.6% | 4.21% | -1.0% |
| Q2 2021 | $34,000,000 | +9.7% | 572,135 | +5.9% | 4.25% | +5.0% |
| Q1 2021 | $31,000,000 | +14.8% | 540,120 | +7.1% | 4.05% | +2.2% |
| Q4 2020 | $27,000,000 | +11.7% | 504,504 | +3.5% | 3.96% | -3.0% |
| Q3 2020 | $24,168,000 | +8.1% | 487,558 | -0.8% | 4.08% | -0.1% |
| Q2 2020 | $22,358,000 | +185.8% | 491,489 | +144.5% | 4.09% | +123.6% |
| Q1 2020 | $7,823,000 | -62.0% | 201,045 | -52.7% | 1.83% | -59.4% |
| Q4 2019 | $20,600,000 | +7.6% | 425,009 | +0.1% | 4.50% | -1.1% |
| Q3 2019 | $19,143,000 | -0.8% | 424,557 | -4.0% | 4.55% | -1.0% |
| Q2 2019 | $19,305,000 | +6.5% | 442,277 | +5.1% | 4.60% | -0.5% |
| Q1 2019 | $18,119,000 | – | 420,785 | – | 4.62% | – |
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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% |