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 | $31,310 | +3.2% | 493,115 | +8.3% | 0.07% | +7.2% |
| Q2 2023 | $30,347 | +74.4% | 455,394 | +63.0% | 0.07% | +64.3% |
| Q1 2023 | $17,401 | -11.8% | 279,302 | -14.5% | 0.04% | -17.6% |
| Q4 2022 | $19,731 | -99.8% | 326,829 | +102.8% | 0.05% | +112.5% |
| Q3 2022 | $8,700,000 | +6.4% | 161,174 | +12.9% | 0.02% | +9.1% |
| Q2 2022 | $8,179,000 | +86.4% | 142,707 | +107.0% | 0.02% | +144.4% |
| Q1 2022 | $4,388,000 | -89.5% | 68,924 | -90.1% | 0.01% | -88.8% |
| Q4 2021 | $41,648,000 | +12.8% | 697,967 | +11.2% | 0.08% | +6.7% |
| Q3 2021 | $36,922,000 | -11.3% | 627,501 | -10.1% | 0.08% | -11.8% |
| Q2 2021 | $41,648,000 | -12.7% | 697,967 | -16.4% | 0.08% | -19.0% |
| Q1 2021 | $47,720,000 | -28.1% | 834,413 | -32.1% | 0.10% | -31.8% |
| Q4 2020 | $66,350,000 | +18.2% | 1,229,620 | +8.6% | 0.15% | +2.7% |
| Q3 2020 | $56,114,000 | +62.3% | 1,132,030 | +27.4% | 0.15% | +45.6% |
| Q2 2020 | $34,580,000 | 0.0% | 888,714 | 0.0% | 0.10% | -16.9% |
| Q1 2020 | $34,580,000 | -5.7% | 888,714 | +17.4% | 0.12% | +19.2% |
| Q4 2019 | $36,679,000 | +13.9% | 756,734 | +6.0% | 0.10% | +4.0% |
| Q3 2019 | $32,190,000 | +22.7% | 713,914 | +18.8% | 0.10% | +25.0% |
| Q2 2019 | $26,240,000 | +47.6% | 601,147 | +45.6% | 0.08% | +42.9% |
| Q1 2019 | $17,774,000 | +37717.0% | 412,782 | +27418.8% | 0.06% | – |
| Q4 2014 | $47,000 | -20.3% | 1,500 | -25.0% | 0.00% | – |
| Q3 2014 | $59,000 | – | 2,000 | – | 0.00% | – |
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% |