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 | $47,021 | +6.2% | 740,607 | +11.5% | 0.10% | +7.8% |
Q2 2023 | $44,270 | +56.5% | 664,121 | +46.4% | 0.09% | +52.5% |
Q1 2023 | $28,287 | +15.0% | 453,761 | +11.3% | 0.06% | 0.0% |
Q4 2022 | $24,605 | -99.9% | 407,643 | -33.5% | 0.06% | -30.6% |
Q3 2022 | $33,069,000 | -1.7% | 613,412 | +4.5% | 0.08% | -3.4% |
Q2 2022 | $33,632,000 | -6.4% | 586,847 | +4.0% | 0.09% | +7.3% |
Q1 2022 | $35,917,000 | -8.0% | 564,112 | -4.8% | 0.08% | -6.8% |
Q4 2021 | $39,029,000 | +14.2% | 592,617 | +2.0% | 0.09% | +2.3% |
Q3 2021 | $34,172,000 | +1.3% | 580,765 | +2.7% | 0.09% | 0.0% |
Q2 2021 | $33,743,000 | +94.5% | 565,495 | +86.4% | 0.09% | +75.5% |
Q1 2021 | $17,348,000 | +3.8% | 303,347 | -2.1% | 0.05% | -2.0% |
Q4 2020 | $16,720,000 | +12.4% | 309,876 | +3.2% | 0.05% | -2.0% |
Q3 2020 | $14,882,000 | +13.0% | 300,223 | +3.7% | 0.05% | +2.0% |
Q2 2020 | $13,168,000 | +15.2% | 289,486 | -1.4% | 0.05% | -5.7% |
Q1 2020 | $11,428,000 | -17.2% | 293,710 | +3.2% | 0.05% | +1.9% |
Q4 2019 | $13,796,000 | +19.9% | 284,633 | +11.6% | 0.05% | +6.1% |
Q3 2019 | $11,502,000 | +22.9% | 255,095 | +19.0% | 0.05% | +19.5% |
Q2 2019 | $9,360,000 | +8.3% | 214,448 | +6.8% | 0.04% | +2.5% |
Q1 2019 | $8,644,000 | +25.5% | 200,760 | +11.7% | 0.04% | +8.1% |
Q4 2018 | $6,887,000 | +16.5% | 179,694 | +34.8% | 0.04% | +32.1% |
Q3 2018 | $5,911,000 | +37.1% | 133,347 | +26.8% | 0.03% | +21.7% |
Q2 2018 | $4,312,000 | +31.5% | 105,152 | +29.4% | 0.02% | +27.8% |
Q1 2018 | $3,279,000 | +53.1% | 81,267 | +57.2% | 0.02% | +50.0% |
Q4 2017 | $2,142,000 | – | 51,710 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
WIN ADVISORS, INC | 903,991 | $59,537,000 | 13.64% |
Prestige Wealth Management Group LLC | 828,549 | $54,568,000 | 13.04% |
Private Wealth Strategies, L.L.C. | 721,493 | $47,501,000 | 10.95% |
Legacy Wealth Planning, LLC | 116,045 | $7,643,000 | 8.72% |
Clearwater Capital Advisors, LLC | 1,172,309 | $77,208,000 | 8.52% |
KB FINANCIAL PARTNERS, LLC | 433,059 | $28,521,000 | 8.19% |
TAIYO LIFE INSURANCE CO | 850,000 | $55,981,000 | 7.98% |
Astoria Portfolio Advisors LLC. | 131,391 | $8,653,000 | 6.86% |
JD Financial Services Inc. | 119,513 | $7,871,000 | 6.49% |
WEALTH MANAGEMENT RESOURCES, INC. | 138,585 | $9,127,000 | 5.88% |