WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 250 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is 113.39 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $426,656 | -7.7% | 6,720 | -3.0% | 0.16% | -6.9% |
| Q2 2023 | $462,024 | +6.3% | 6,931 | -0.6% | 0.18% | -9.3% |
| Q1 2023 | $434,747 | +1.6% | 6,974 | -1.6% | 0.19% | -4.9% |
| Q4 2022 | $427,977 | -95.5% | 7,090 | -96.0% | 0.20% | -95.3% |
| Q3 2022 | $9,539,000 | -22.8% | 176,935 | -18.0% | 4.28% | -15.4% |
| Q2 2022 | $12,360,000 | -15.7% | 215,670 | -6.3% | 5.06% | +3.2% |
| Q1 2022 | $14,658,000 | +71.1% | 230,225 | +76.9% | 4.90% | +94.8% |
| Q4 2021 | $8,569,000 | +429.9% | 130,114 | +373.5% | 2.52% | +375.8% |
| Q3 2021 | $1,617,000 | +9.6% | 27,482 | +11.1% | 0.53% | +12.1% |
| Q2 2021 | $1,476,000 | +314.6% | 24,741 | +297.2% | 0.47% | +280.6% |
| Q1 2021 | $356,000 | -1.4% | 6,229 | -6.9% | 0.12% | -5.3% |
| Q4 2020 | $361,000 | +3.1% | 6,693 | -5.3% | 0.13% | -5.8% |
| Q3 2020 | $350,000 | +1.2% | 7,065 | -7.1% | 0.14% | -5.4% |
| Q2 2020 | $346,000 | +19.7% | 7,609 | +2.4% | 0.15% | -9.8% |
| Q1 2020 | $289,000 | -82.5% | 7,428 | -78.2% | 0.16% | -82.5% |
| Q4 2019 | $1,654,000 | +4.2% | 34,112 | -3.1% | 0.93% | -1.4% |
| Q3 2019 | $1,587,000 | +1.3% | 35,192 | -1.9% | 0.94% | -8.4% |
| Q2 2019 | $1,566,000 | +52.2% | 35,869 | +50.1% | 1.03% | +21.7% |
| Q1 2019 | $1,029,000 | -62.5% | 23,901 | +234.3% | 0.85% | -32.1% |
| Q4 2018 | $2,741,000 | – | 7,150 | – | 1.25% | – |
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% |