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 | $956,668 | -3.1% | 15,068 | +1.7% | 0.49% | -5.4% |
| Q2 2023 | $987,568 | +10.7% | 14,815 | +3.5% | 0.51% | +6.2% |
| Q1 2023 | $892,397 | +3.9% | 14,315 | +0.6% | 0.48% | -1.8% |
| Q4 2022 | $859,164 | +17.4% | 14,234 | +4.9% | 0.49% | +15.5% |
| Q3 2022 | $732,000 | -4.7% | 13,574 | +2.0% | 0.43% | -0.5% |
| Q2 2022 | $768,000 | +9.4% | 13,313 | +21.2% | 0.43% | +27.3% |
| Q1 2022 | $702,000 | +6.0% | 10,985 | +9.3% | 0.34% | +8.4% |
| Q4 2021 | $662,000 | +10.1% | 10,053 | -1.5% | 0.31% | 0.0% |
| Q3 2021 | $601,000 | +8.1% | 10,210 | +9.5% | 0.31% | +6.1% |
| Q2 2021 | $556,000 | +38.7% | 9,324 | +32.9% | 0.29% | +26.3% |
| Q1 2021 | $401,000 | +53.6% | 7,016 | +44.8% | 0.23% | +41.5% |
| Q4 2020 | $261,000 | – | 4,844 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 162,460 | $6,731,000 | 5.47% |
| Live Your Vision, LLC | 338,810 | $14,768,000 | 4.95% |
| Carroll Financial Associates, Inc. | 1,076,705 | $44,607,000 | 4.88% |
| Clearwater Capital Advisors, LLC | 526,161 | $21,799,000 | 4.78% |
| Blue Edge Capital, LLC | 210,367 | $8,715,505,000 | 3.48% |
| BEACON FINANCIAL GROUP | 388,232 | $16,084,000 | 2.80% |
| Relative Value Partners Group, LLC | 522,466 | $21,646,000 | 2.40% |
| BOSTON FINANCIAL MANGEMENT LLC | 835,107 | $34,598,000 | 2.32% |
| Allen Capital Group, LLC | 128,099 | $5,307,000 | 2.30% |
| BREITER CAPITAL MANAGEMENT INC | 37,828 | $1,567,000 | 2.25% |