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 | $455,196 | -23.5% | 7,170 | -19.7% | 0.20% | -23.8% |
| Q2 2023 | $595,102 | +6.1% | 8,927 | -0.8% | 0.26% | -4.1% |
| Q1 2023 | $560,907 | +3.5% | 8,998 | +0.2% | 0.27% | -3.3% |
| Q4 2022 | $541,793 | +13.1% | 8,976 | +1.0% | 0.28% | +3.4% |
| Q3 2022 | $479,000 | +3.2% | 8,890 | +9.9% | 0.27% | +11.2% |
| Q2 2022 | $464,000 | +36.5% | 8,090 | +51.3% | 0.24% | +50.9% |
| Q1 2022 | $340,000 | -3.4% | 5,346 | +0.1% | 0.16% | -2.5% |
| Q4 2021 | $352,000 | +12.1% | 5,342 | +0.1% | 0.16% | +2.5% |
| Q3 2021 | $314,000 | +33.1% | 5,337 | +34.9% | 0.16% | +19.5% |
| Q2 2021 | $236,000 | +10.3% | 3,957 | +5.8% | 0.13% | 0.0% |
| Q1 2021 | $214,000 | +5.9% | 3,741 | +0.1% | 0.13% | -7.0% |
| Q4 2020 | $202,000 | – | 3,738 | – | 0.14% | – |
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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% |