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 | $640,937 | -5.2% | 10,095 | -0.4% | 0.71% | -0.1% |
| Q2 2023 | $675,784 | +6.5% | 10,138 | +0.0% | 0.71% | +1.7% |
| Q1 2023 | $634,796 | -41.9% | 10,136 | -44.0% | 0.70% | -43.7% |
| Q4 2022 | $1,092,800 | +33.3% | 18,105 | +26.5% | 1.24% | +31.6% |
| Q3 2022 | $820,000 | -10.3% | 14,312 | -0.3% | 0.94% | +5.9% |
| Q2 2022 | $914,000 | 0.0% | 14,359 | 0.0% | 0.89% | +17.7% |
| Q1 2022 | $914,000 | -2.8% | 14,359 | +0.6% | 0.76% | +0.8% |
| Q4 2021 | $940,000 | +21.4% | 14,273 | +10.1% | 0.75% | -5.5% |
| Q3 2021 | $774,000 | 0.0% | 12,967 | 0.0% | 0.80% | 0.0% |
| Q2 2021 | $774,000 | +10.7% | 12,967 | +6.1% | 0.80% | -1.0% |
| Q1 2021 | $699,000 | +22.2% | 12,226 | +15.4% | 0.80% | +21.8% |
| Q4 2020 | $572,000 | – | 10,593 | – | 0.66% | – |
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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% |