WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 301 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $386,619 | -19.0% | 6,089 | -15.0% | 0.48% | -1.2% |
| Q2 2023 | $477,264 | +0.5% | 7,160 | -6.0% | 0.48% | +0.8% |
| Q1 2023 | $474,994 | +9.9% | 7,619 | +6.4% | 0.48% | +44.0% |
| Q4 2022 | $432,189 | +23.1% | 7,160 | +10.1% | 0.33% | +20.1% |
| Q3 2022 | $351,000 | -8.6% | 6,502 | -3.0% | 0.28% | -3.5% |
| Q2 2022 | $384,000 | -25.7% | 6,704 | -17.4% | 0.29% | -15.3% |
| Q1 2022 | $517,000 | -50.5% | 8,113 | -48.8% | 0.34% | -46.5% |
| Q4 2021 | $1,044,000 | +54.7% | 15,850 | +38.1% | 0.64% | +48.6% |
| Q3 2021 | $675,000 | +20.3% | 11,479 | +22.1% | 0.43% | +23.7% |
| Q2 2021 | $561,000 | +111.7% | 9,398 | +102.6% | 0.35% | +101.2% |
| Q1 2021 | $265,000 | +31.8% | 4,638 | +24.3% | 0.17% | +27.4% |
| Q4 2020 | $201,000 | – | 3,732 | – | 0.14% | – |
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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% |