WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 313 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $292,054 | -4.8% | 4,600 | 0.0% | 0.21% | -1.9% |
| Q2 2023 | $306,636 | +6.9% | 4,600 | 0.0% | 0.21% | -10.1% |
| Q1 2023 | $286,764 | +3.3% | 4,600 | 0.0% | 0.24% | -3.3% |
| Q4 2022 | $277,656 | +12.0% | 4,600 | 0.0% | 0.25% | -0.8% |
| Q3 2022 | $248,000 | -6.1% | 4,600 | 0.0% | 0.25% | -3.1% |
| Q2 2022 | $264,000 | -9.9% | 4,600 | 0.0% | 0.26% | +3.2% |
| Q1 2022 | $293,000 | -3.3% | 4,600 | 0.0% | 0.25% | -1.6% |
| Q4 2021 | $303,000 | +11.8% | 4,600 | 0.0% | 0.25% | -3.1% |
| Q3 2021 | $271,000 | -1.1% | 4,600 | 0.0% | 0.26% | +7.4% |
| Q2 2021 | $274,000 | +4.2% | 4,600 | 0.0% | 0.24% | +1.7% |
| Q1 2021 | $263,000 | – | 4,600 | – | 0.24% | – |
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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% |