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 | $5,387 | +289.5% | 84,853 | +309.0% | 2.19% | +534.2% |
| Q2 2023 | $1,383 | +8.4% | 20,746 | +1.3% | 0.34% | +15.4% |
| Q1 2023 | $1,276 | +59.3% | 20,475 | +54.3% | 0.30% | +23.6% |
| Q4 2022 | $801 | -99.9% | 13,272 | +1.9% | 0.24% | +18.0% |
| Q3 2022 | $702,000 | -0.7% | 13,024 | +6.5% | 0.20% | +10.2% |
| Q2 2022 | $707,000 | -12.3% | 12,229 | -7.3% | 0.19% | -2.1% |
| Q1 2022 | $806,000 | -8.0% | 13,188 | -0.9% | 0.19% | -3.6% |
| Q4 2021 | $876,000 | +3.1% | 13,308 | -7.9% | 0.20% | -17.6% |
| Q3 2021 | $850,000 | +4.8% | 14,444 | +1.9% | 0.24% | -36.8% |
| Q2 2021 | $811,000 | 0.0% | 14,177 | 0.0% | 0.38% | +5.3% |
| Q1 2021 | $811,000 | +6.6% | 14,177 | +0.5% | 0.36% | 0.0% |
| Q4 2020 | $761,000 | – | 14,108 | – | 0.36% | – |
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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% |