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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $990,698 | +4.0% | 15,604 | +9.2% | 0.28% | +5.7% |
| Q2 2023 | $952,237 | +25.6% | 14,285 | +17.5% | 0.26% | +17.0% |
| Q1 2023 | $757,930 | +3.9% | 12,158 | +0.6% | 0.22% | -15.5% |
| Q4 2022 | $729,611 | +12.4% | 12,088 | +0.4% | 0.26% | +1.5% |
| Q3 2022 | $649,000 | -12.8% | 12,040 | -7.3% | 0.26% | -10.0% |
| Q2 2022 | $744,000 | -10.7% | 12,985 | -0.8% | 0.29% | -5.6% |
| Q1 2022 | $833,000 | +1.5% | 13,084 | +1.6% | 0.31% | -0.6% |
| Q4 2021 | $821,000 | +9.3% | 12,877 | +0.9% | 0.31% | +4.1% |
| Q3 2021 | $751,000 | -1.1% | 12,764 | +0.3% | 0.30% | -15.2% |
| Q2 2021 | $759,000 | +7.5% | 12,724 | +3.1% | 0.35% | +1.7% |
| Q1 2021 | $706,000 | +26.8% | 12,341 | +20.6% | 0.34% | +11.7% |
| Q4 2020 | $557,000 | +10.5% | 10,230 | +0.5% | 0.31% | -4.4% |
| Q3 2020 | $504,000 | +11.8% | 10,175 | +2.7% | 0.32% | -9.1% |
| Q2 2020 | $451,000 | +17.8% | 9,907 | +0.5% | 0.35% | -9.9% |
| Q1 2020 | $383,000 | -53.4% | 9,854 | -40.5% | 0.39% | -33.0% |
| Q4 2019 | $822,000 | +13.9% | 16,553 | +3.3% | 0.58% | +4.3% |
| Q3 2019 | $722,000 | +7.6% | 16,017 | +4.3% | 0.56% | +3.9% |
| Q2 2019 | $671,000 | -24.9% | 15,364 | -26.0% | 0.54% | -25.4% |
| Q1 2019 | $894,000 | – | 20,757 | – | 0.72% | – |
Download | ||||||
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% |