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 | $282,846 | -20.4% | 4,455 | -16.4% | 0.07% | -19.8% |
| Q2 2023 | $355,142 | +3.1% | 5,328 | -3.5% | 0.09% | -2.2% |
| Q1 2023 | $344,339 | +7.7% | 5,524 | +4.3% | 0.09% | +10.7% |
| Q4 2022 | $319,703 | +20.0% | 5,297 | +7.2% | 0.08% | +10.5% |
| Q3 2022 | $266,360 | -5.6% | 4,940 | +0.4% | 0.08% | -3.8% |
| Q2 2022 | $282,022 | +10.4% | 4,920 | +22.6% | 0.08% | +25.4% |
| Q1 2022 | $255,461 | +16.3% | 4,012 | +20.3% | 0.06% | +12.5% |
| Q4 2021 | $219,679 | -0.9% | 3,335 | -10.2% | 0.06% | -12.5% |
| Q2 2021 | $221,611 | -12.3% | 3,713 | -20.7% | 0.06% | -28.1% |
| Q4 2020 | $252,564 | +8.5% | 4,680 | -0.3% | 0.09% | -5.3% |
| Q3 2020 | $232,818 | +8.8% | 4,696 | +0.0% | 0.09% | -5.1% |
| Q2 2020 | $214,000 | -1.8% | 4,695 | +4.2% | 0.10% | +4.2% |
| Q4 2019 | $218,000 | +6.9% | 4,507 | 0.0% | 0.10% | -1.0% |
| Q3 2019 | $204,000 | – | 4,507 | – | 0.10% | – |
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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% |