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 | $1,208,659 | +0.4% | 19,037 | -1.4% | 0.01% | 0.0% |
| Q2 2023 | $1,203,972 | 0.0% | 19,313 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $1,203,972 | -19.2% | 19,313 | -21.8% | 0.01% | -22.2% |
| Q4 2022 | $1,489,805 | +30.5% | 24,682 | +16.5% | 0.01% | +28.6% |
| Q3 2022 | $1,142,000 | +11.3% | 21,188 | +18.3% | 0.01% | +16.7% |
| Q2 2022 | $1,026,000 | +133.7% | 17,917 | +159.4% | 0.01% | +200.0% |
| Q1 2022 | $439,000 | +422.6% | 6,906 | +435.8% | 0.00% | – |
| Q4 2021 | $84,000 | +1580.0% | 1,289 | +1215.3% | 0.00% | – |
| Q2 2021 | $5,000 | 0.0% | 98 | 0.0% | 0.00% | – |
| Q1 2021 | $5,000 | -91.1% | 98 | -91.4% | 0.00% | – |
| Q3 2020 | $56,000 | +80.6% | 1,142 | +63.1% | 0.00% | – |
| Q2 2020 | $31,000 | -84.3% | 700 | -85.5% | 0.00% | -100.0% |
| Q2 2018 | $198,000 | – | 4,827 | – | 0.00% | – |
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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% |