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 | $4,502,947 | -5.4% | 70,924 | -0.6% | 0.29% | +0.7% |
| Q2 2023 | $4,758,693 | -7.0% | 71,388 | -13.0% | 0.29% | -12.4% |
| Q1 2023 | $5,114,322 | +9.6% | 82,039 | +6.1% | 0.33% | +0.6% |
| Q4 2022 | $4,668,012 | +276113.7% | 77,336 | +146.8% | 0.33% | +149.2% |
| Q3 2022 | $1,690 | +22.2% | 31,340 | +29.8% | 0.13% | +21.1% |
| Q2 2022 | $1,383 | -8.5% | 24,140 | +1.7% | 0.11% | +6.9% |
| Q1 2022 | $1,511 | -13.4% | 23,737 | -10.4% | 0.10% | -24.4% |
| Q4 2021 | $1,744 | +20.1% | 26,481 | +7.3% | 0.14% | -4.9% |
| Q3 2021 | $1,452 | +193.3% | 24,685 | +197.4% | 0.14% | +140.7% |
| Q2 2021 | $495 | -5.7% | 8,299 | -9.6% | 0.06% | -28.0% |
| Q1 2021 | $525 | -99.8% | 9,184 | +31.7% | 0.08% | -1.2% |
| Q4 2019 | $338,000 | – | 6,973 | – | 0.08% | – |
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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% |