WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 377 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
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 ↓ |
|---|---|---|---|
| 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% |