WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 242 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $855,154 | -0.2% | 13,469 | +4.8% | 0.00% | 0.0% |
| Q2 2023 | $856,447 | +8.9% | 12,848 | +1.8% | 0.00% | 0.0% |
| Q1 2023 | $786,420 | +1.7% | 12,615 | -1.6% | 0.00% | 0.0% |
| Q4 2022 | $773,513 | +52.9% | 12,815 | +36.7% | 0.00% | 0.0% |
| Q3 2022 | $506,000 | -11.4% | 9,373 | -5.9% | 0.00% | 0.0% |
| Q2 2022 | $571,000 | -8.1% | 9,963 | +2.2% | 0.00% | 0.0% |
| Q1 2022 | $621,000 | +252.8% | 9,746 | +264.9% | 0.00% | – |
| Q4 2021 | $176,000 | +64.5% | 2,671 | +46.0% | 0.00% | – |
| Q3 2021 | $107,000 | +5.9% | 1,830 | +8.2% | 0.00% | – |
| Q2 2021 | $101,000 | +77.2% | 1,691 | +68.3% | 0.00% | – |
| Q1 2021 | $57,000 | +72.7% | 1,005 | +65.0% | 0.00% | – |
| Q4 2020 | $33,000 | -5.7% | 609 | -14.1% | 0.00% | – |
| Q3 2020 | $35,000 | -49.3% | 709 | -53.6% | 0.00% | – |
| Q2 2020 | $69,000 | +16.9% | 1,527 | +1.8% | 0.00% | – |
| Q1 2020 | $59,000 | -18.1% | 1,500 | 0.0% | 0.00% | – |
| Q4 2019 | $72,000 | -7.7% | 1,500 | -14.5% | 0.00% | – |
| Q3 2019 | $78,000 | +44.4% | 1,755 | +42.6% | 0.00% | – |
| Q2 2019 | $54,000 | +20.0% | 1,231 | +17.3% | 0.00% | – |
| Q1 2019 | $45,000 | +104.5% | 1,049 | +88.0% | 0.00% | – |
| Q4 2018 | $22,000 | -4.3% | 558 | +7.7% | 0.00% | – |
| Q3 2018 | $23,000 | +9.5% | 518 | 0.0% | 0.00% | – |
| Q2 2018 | $21,000 | -82.8% | 518 | -82.8% | 0.00% | – |
| Q1 2018 | $122,000 | -10.9% | 3,018 | -8.3% | 0.00% | – |
| Q4 2017 | $137,000 | +9.6% | 3,291 | 0.0% | 0.00% | – |
| Q3 2017 | $125,000 | +3.3% | 3,291 | 0.0% | 0.00% | – |
| Q2 2017 | $121,000 | +3.4% | 3,291 | 0.0% | 0.00% | – |
| Q1 2017 | $117,000 | +7.3% | 3,291 | 0.0% | 0.00% | – |
| Q4 2016 | $109,000 | +34.6% | 3,291 | +31.6% | 0.00% | – |
| Q3 2016 | $81,000 | +2.5% | 2,500 | 0.0% | 0.00% | – |
| Q2 2016 | $79,000 | +1.3% | 2,500 | 0.0% | 0.00% | – |
| Q1 2016 | $78,000 | +2.6% | 2,500 | 0.0% | 0.00% | – |
| Q4 2015 | $76,000 | – | 2,500 | – | 0.00% | – |
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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% |