WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 378 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $448,239 | -4.8% | 7,060 | 0.0% | 0.06% | -1.7% |
| Q2 2023 | $470,620 | -43.5% | 7,060 | -47.1% | 0.06% | -46.4% |
| Q1 2023 | $832,239 | +95.3% | 13,350 | +89.1% | 0.11% | +83.3% |
| Q4 2022 | $426,142 | +11.8% | 7,060 | 0.0% | 0.06% | -3.2% |
| Q3 2022 | $381,000 | -11.0% | 7,060 | -5.5% | 0.06% | -7.5% |
| Q2 2022 | $428,000 | -10.1% | 7,470 | 0.0% | 0.07% | 0.0% |
| Q1 2022 | $476,000 | -3.3% | 7,470 | 0.0% | 0.07% | -4.3% |
| Q4 2021 | $492,000 | +11.8% | 7,470 | 0.0% | 0.07% | +1.4% |
| Q3 2021 | $440,000 | -7.9% | 7,470 | -6.7% | 0.07% | -8.0% |
| Q2 2021 | $478,000 | +4.4% | 8,005 | 0.0% | 0.08% | 0.0% |
| Q1 2021 | $458,000 | +6.0% | 8,005 | 0.0% | 0.08% | -2.6% |
| Q4 2020 | $432,000 | +8.8% | 8,005 | 0.0% | 0.08% | +2.7% |
| Q3 2020 | $397,000 | +9.1% | 8,005 | 0.0% | 0.08% | +1.4% |
| Q2 2020 | $364,000 | – | 8,005 | – | 0.07% | – |
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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% |