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 | $48,190,478 | -8.0% | 759,025 | -3.4% | 11.88% | -4.3% |
| Q2 2023 | $52,392,578 | -2.9% | 785,967 | -9.2% | 12.41% | -8.5% |
| Q1 2023 | $53,940,670 | -0.9% | 865,266 | -4.0% | 13.56% | -4.4% |
| Q4 2022 | $54,407,653 | +12.4% | 901,386 | +0.4% | 14.18% | +4.3% |
| Q3 2022 | $48,390,000 | -5.2% | 897,610 | +0.7% | 13.60% | -1.8% |
| Q2 2022 | $51,064,000 | -7.2% | 891,008 | +3.0% | 13.85% | +2.2% |
| Q1 2022 | $55,055,000 | +0.9% | 864,695 | +4.4% | 13.55% | +3.9% |
| Q4 2021 | $54,568,000 | +16.2% | 828,549 | +3.8% | 13.04% | +8.5% |
| Q3 2021 | $46,947,000 | +2.3% | 797,876 | +3.8% | 12.02% | -1.3% |
| Q2 2021 | $45,883,000 | +4.7% | 768,940 | +0.4% | 12.18% | +1.7% |
| Q1 2021 | $43,808,000 | +17.2% | 766,014 | +10.6% | 11.98% | +17.0% |
| Q4 2020 | $37,369,000 | +15.5% | 692,525 | +6.1% | 10.24% | +4.8% |
| Q3 2020 | $32,352,000 | +78.9% | 652,652 | +64.2% | 9.77% | +53.3% |
| Q2 2020 | $18,079,000 | +42945.2% | 397,429 | +36664.9% | 6.37% | +35311.1% |
| Q1 2020 | $42,000 | +500.0% | 1,081 | +620.7% | 0.02% | +350.0% |
| Q4 2019 | $7,000 | – | 150 | – | 0.00% | – |
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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% |