WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 301 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $535,347 | +29.4% | 8,432 | +35.9% | 0.01% | +25.0% |
Q2 2023 | $413,692 | -0.1% | 6,206 | -6.5% | 0.00% | 0.0% |
Q1 2023 | $413,938 | -0.2% | 6,640 | -3.4% | 0.00% | 0.0% |
Q4 2022 | $414,732 | +67.9% | 6,871 | +50.1% | 0.00% | +33.3% |
Q3 2022 | $247,000 | +11.8% | 4,578 | +18.5% | 0.00% | +50.0% |
Q2 2022 | $221,000 | -37.7% | 3,864 | -30.7% | 0.00% | -33.3% |
Q1 2022 | $355,000 | +238.1% | 5,577 | +250.1% | 0.00% | +200.0% |
Q4 2021 | $105,000 | +23.5% | 1,593 | +10.3% | 0.00% | 0.0% |
Q3 2021 | $85,000 | -13.3% | 1,444 | -12.3% | 0.00% | 0.0% |
Q2 2021 | $98,000 | +27.3% | 1,647 | +21.8% | 0.00% | 0.0% |
Q1 2021 | $77,000 | +413.3% | 1,352 | +395.2% | 0.00% | – |
Q4 2020 | $15,000 | -65.9% | 273 | -75.8% | 0.00% | -100.0% |
Q1 2020 | $44,000 | -72.0% | 1,127 | -65.1% | 0.00% | -50.0% |
Q4 2019 | $157,000 | +130.9% | 3,231 | +115.4% | 0.00% | +100.0% |
Q3 2019 | $68,000 | -15.0% | 1,500 | -18.6% | 0.00% | 0.0% |
Q2 2019 | $80,000 | -20.8% | 1,842 | -21.3% | 0.00% | -50.0% |
Q1 2019 | $101,000 | +12.2% | 2,342 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $90,000 | -41.9% | 2,342 | -33.0% | 0.00% | 0.0% |
Q3 2018 | $155,000 | +89.0% | 3,498 | +74.9% | 0.00% | +100.0% |
Q2 2018 | $82,000 | +1.2% | 2,000 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $81,000 | -22.1% | 2,000 | -20.0% | 0.00% | -50.0% |
Q4 2017 | $104,000 | +13.0% | 2,500 | +4.1% | 0.00% | 0.0% |
Q3 2017 | $92,000 | – | 2,402 | – | 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% |