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 | $2,557 | -40.1% | 40,270 | -37.1% | 0.01% | -41.2% |
| Q2 2023 | $4,267 | +101.3% | 64,017 | +88.3% | 0.02% | +70.0% |
| Q1 2023 | $2,120 | -10.9% | 34,005 | -13.8% | 0.01% | -16.7% |
| Q4 2022 | $2,380 | -99.9% | 39,430 | +21.2% | 0.01% | +20.0% |
| Q3 2022 | $1,753,000 | -16.8% | 32,520 | -11.6% | 0.01% | -23.1% |
| Q2 2022 | $2,107,000 | -18.0% | 36,769 | -8.9% | 0.01% | -13.3% |
| Q1 2022 | $2,570,000 | -6.2% | 40,357 | -3.0% | 0.02% | -11.8% |
| Q4 2021 | $2,739,000 | +5.1% | 41,592 | -6.1% | 0.02% | -5.6% |
| Q3 2021 | $2,607,000 | -6.3% | 44,302 | -5.0% | 0.02% | -14.3% |
| Q2 2021 | $2,782,000 | +28.9% | 46,622 | +23.5% | 0.02% | +5.0% |
| Q1 2021 | $2,159,000 | +13.3% | 37,751 | +6.9% | 0.02% | -16.7% |
| Q4 2020 | $1,906,000 | -13.7% | 35,319 | -20.7% | 0.02% | -27.3% |
| Q3 2020 | $2,209,000 | -66.9% | 44,557 | -69.7% | 0.03% | -72.7% |
| Q2 2020 | $6,679,000 | -57.2% | 146,823 | -63.4% | 0.12% | -64.8% |
| Q1 2020 | $15,620,000 | -36.4% | 401,438 | -20.7% | 0.34% | -29.8% |
| Q4 2019 | $24,548,000 | +2.4% | 506,465 | -4.7% | 0.49% | -13.1% |
| Q3 2019 | $23,971,000 | -2.2% | 531,642 | -5.3% | 0.56% | -13.1% |
| Q2 2019 | $24,498,000 | – | 561,229 | – | 0.65% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 680,381 | $40,598,000 | 16.05% |
| Legacy Wealth Planning, LLC | 231,598 | $13,819,000 | 15.74% |
| Prestige Wealth Management Group LLC | 768,940 | $45,883,000 | 12.18% |
| Private Wealth Strategies, L.L.C. | 659,226 | $39,336,000 | 10.14% |
| Clearwater Capital Advisors, LLC | 1,183,240 | $70,604,000 | 8.22% |
| TAIYO LIFE INSURANCE CO | 850,000 | $50,720,000 | 8.01% |
| KB FINANCIAL PARTNERS, LLC | 336,263 | $20,065,000 | 7.58% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 191,789 | $11,444,000 | 5.78% |
| JD Financial Services Inc. | 101,722 | $6,070,000 | 5.63% |
| Stratos Investment Management, LLC | 295,403 | $17,627,000 | 4.85% |