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 | $3,173 | -4.8% | 49,977 | -0.0% | 0.66% | -8.4% |
Q2 2023 | $3,332 | -1.8% | 49,980 | -8.2% | 0.72% | -14.4% |
Q1 2023 | $3,393 | +7.6% | 54,435 | +4.2% | 0.84% | +1.8% |
Q4 2022 | $3,154 | -99.9% | 52,250 | -0.9% | 0.83% | +4.7% |
Q3 2022 | $2,843,000 | -16.6% | 52,728 | -11.4% | 0.79% | -10.0% |
Q2 2022 | $3,410,000 | +1436.0% | 59,500 | +1606.8% | 0.88% | +1029.5% |
Q1 2022 | $222,000 | -94.0% | 3,486 | -93.8% | 0.08% | -90.9% |
Q4 2021 | $3,716,000 | +11.4% | 56,418 | -0.5% | 0.86% | -0.2% |
Q3 2021 | $3,337,000 | -8.0% | 56,714 | -6.4% | 0.86% | -9.4% |
Q2 2021 | $3,626,000 | -3.9% | 60,586 | -8.2% | 0.95% | -5.2% |
Q1 2021 | $3,774,000 | -6.7% | 65,996 | -12.0% | 1.00% | -18.3% |
Q4 2020 | $4,046,000 | +6.0% | 74,989 | -2.7% | 1.23% | -21.5% |
Q3 2020 | $3,818,000 | +1.0% | 77,032 | -7.3% | 1.57% | -10.8% |
Q2 2020 | $3,779,000 | +19.5% | 83,075 | +2.2% | 1.76% | -23.3% |
Q1 2020 | $3,163,000 | -29.0% | 81,296 | -11.6% | 2.29% | -12.0% |
Q4 2019 | $4,455,000 | -11.9% | 91,914 | -18.0% | 2.60% | -46.3% |
Q3 2019 | $5,056,000 | – | 112,140 | – | 4.84% | – |
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% |