WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 377 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,437,961 | -1.6% | 69,900 | +3.4% | 1.02% | -5.4% |
| Q2 2023 | $4,508,162 | +7.3% | 67,629 | +0.4% | 1.08% | +5.2% |
| Q1 2023 | $4,199,684 | +2.9% | 67,367 | -0.3% | 1.02% | -4.6% |
| Q4 2022 | $4,080,153 | +14.8% | 67,597 | +2.5% | 1.07% | -6.9% |
| Q3 2022 | $3,555,000 | +14.8% | 65,950 | +22.0% | 1.15% | +9.5% |
| Q2 2022 | $3,098,000 | -8.5% | 54,064 | +1.6% | 1.05% | +4.9% |
| Q1 2022 | $3,386,000 | -3.1% | 53,188 | +0.3% | 1.00% | -4.3% |
| Q4 2021 | $3,493,000 | +9.9% | 53,042 | -1.8% | 1.05% | -12.1% |
| Q3 2021 | $3,178,000 | -1.0% | 54,019 | +0.4% | 1.19% | -5.2% |
| Q2 2021 | $3,211,000 | +5.5% | 53,811 | +1.1% | 1.26% | -8.0% |
| Q1 2021 | $3,044,000 | +11.1% | 53,231 | +4.8% | 1.37% | -5.3% |
| Q4 2020 | $2,740,000 | +15.7% | 50,772 | +6.2% | 1.44% | -5.7% |
| Q3 2020 | $2,369,000 | +8.8% | 47,798 | -0.2% | 1.53% | -1.0% |
| Q2 2020 | $2,178,000 | -44.1% | 47,882 | -52.2% | 1.55% | -55.1% |
| Q1 2020 | $3,898,000 | +37.0% | 100,191 | +70.7% | 3.45% | +97.1% |
| Q4 2019 | $2,845,000 | +49.6% | 58,703 | +39.2% | 1.75% | +38.9% |
| Q3 2019 | $1,902,000 | +25.5% | 42,181 | +21.4% | 1.26% | +21.5% |
| Q2 2019 | $1,516,000 | +1.7% | 34,740 | +0.4% | 1.04% | -2.0% |
| Q1 2019 | $1,491,000 | +295.5% | 34,616 | +252.2% | 1.06% | +264.5% |
| Q4 2018 | $377,000 | – | 9,829 | – | 0.29% | – |
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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% |