WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 447 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $307,334 | +3.0% | 4,930 | -0.3% | 0.04% | -7.5% |
| Q4 2022 | $298,359 | +26.4% | 4,943 | +12.9% | 0.04% | +11.1% |
| Q3 2022 | $236,000 | -32.2% | 4,377 | -28.0% | 0.04% | -30.8% |
| Q2 2022 | $348,000 | -23.0% | 6,076 | -14.5% | 0.05% | -11.9% |
| Q1 2022 | $452,000 | -19.7% | 7,107 | -16.9% | 0.06% | -21.3% |
| Q4 2021 | $563,000 | -29.1% | 8,554 | -36.6% | 0.08% | -34.2% |
| Q3 2021 | $794,000 | -11.1% | 13,499 | -9.9% | 0.11% | +4.6% |
| Q2 2021 | $893,000 | -61.1% | 14,977 | -62.7% | 0.11% | -71.2% |
| Q1 2021 | $2,295,000 | +16.7% | 40,141 | +10.1% | 0.38% | -8.3% |
| Q4 2020 | $1,966,000 | -90.5% | 36,451 | +8967.4% | 0.41% | +4020.0% |
| Q3 2020 | $20,678,000 | -29.6% | 402 | -36.0% | 0.01% | -37.5% |
| Q2 2020 | $29,393,000 | +48.4% | 628 | +23.4% | 0.02% | +23.1% |
| Q1 2020 | $19,810,000 | -56.5% | 509 | -44.7% | 0.01% | -51.9% |
| Q4 2019 | $45,592,000 | – | 921 | – | 0.03% | – |
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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% |