WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 301 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,241,818 | +3.0% | 66,804 | +8.1% | 0.18% | +1.7% |
| Q2 2023 | $4,118,211 | +37.8% | 61,777 | +28.9% | 0.17% | +24.5% |
| Q1 2023 | $2,988,133 | -34.2% | 47,933 | -36.3% | 0.14% | -40.1% |
| Q4 2022 | $4,541,234 | +39.0% | 75,243 | +24.1% | 0.23% | +26.8% |
| Q3 2022 | $3,268,000 | +236.9% | 60,627 | +258.3% | 0.18% | +245.3% |
| Q2 2022 | $970,000 | +52.0% | 16,921 | +68.8% | 0.05% | +43.2% |
| Q1 2022 | $638,000 | +6.7% | 10,024 | +10.5% | 0.04% | 0.0% |
| Q4 2021 | $598,000 | +22.8% | 9,074 | +9.7% | 0.04% | +8.8% |
| Q3 2021 | $487,000 | +11.4% | 8,274 | +13.0% | 0.03% | +6.2% |
| Q2 2021 | $437,000 | +25.9% | 7,324 | +20.6% | 0.03% | -3.0% |
| Q1 2021 | $347,000 | +16.4% | 6,074 | +10.0% | 0.03% | +6.5% |
| Q4 2020 | $298,000 | +8.8% | 5,524 | 0.0% | 0.03% | -8.8% |
| Q3 2020 | $274,000 | – | 5,524 | – | 0.03% | – |
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% |