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 | $394,523,280 | -2.2% | 6,213,943 | +2.7% | 0.04% | 0.0% |
Q2 2023 | $403,369,754 | +36.8% | 6,051,151 | +27.9% | 0.04% | +25.0% |
Q1 2023 | $294,882,604 | +0.1% | 4,730,231 | -3.0% | 0.03% | -3.0% |
Q4 2022 | $294,474,107 | +6.2% | 4,878,630 | -5.2% | 0.03% | -13.2% |
Q3 2022 | $277,377,000 | -6.7% | 5,145,181 | -0.8% | 0.04% | -2.6% |
Q2 2022 | $297,386,000 | +7.8% | 5,189,083 | +19.8% | 0.04% | +5.4% |
Q1 2022 | $275,762,000 | -0.1% | 4,331,116 | +3.3% | 0.04% | +8.8% |
Q4 2021 | $276,167,000 | +3.3% | 4,193,248 | -7.7% | 0.03% | -5.6% |
Q3 2021 | $267,246,000 | +1.7% | 4,541,911 | +3.2% | 0.04% | +2.9% |
Q2 2021 | $262,667,000 | +4.5% | 4,401,996 | +0.2% | 0.04% | -5.4% |
Q1 2021 | $251,334,000 | +10.0% | 4,394,722 | +3.8% | 0.04% | +5.7% |
Q4 2020 | $228,415,000 | +16.2% | 4,233,042 | +6.7% | 0.04% | -7.9% |
Q3 2020 | $196,590,000 | +7.8% | 3,965,912 | -1.1% | 0.04% | -5.0% |
Q2 2020 | $182,329,000 | +49.5% | 4,008,115 | +27.9% | 0.04% | +21.2% |
Q1 2020 | $121,922,000 | -15.9% | 3,133,428 | +4.7% | 0.03% | -2.9% |
Q4 2019 | $145,056,000 | +44.8% | 2,992,689 | +34.7% | 0.03% | +25.9% |
Q3 2019 | $100,180,000 | +2.3% | 2,221,779 | -0.9% | 0.03% | +3.8% |
Q2 2019 | $97,888,000 | -0.4% | 2,242,571 | -1.7% | 0.03% | -7.1% |
Q1 2019 | $98,262,000 | +17.6% | 2,281,984 | +4.7% | 0.03% | +12.0% |
Q4 2018 | $83,522,000 | -4.7% | 2,179,038 | +10.2% | 0.02% | +13.6% |
Q3 2018 | $87,683,000 | +13.8% | 1,977,949 | +5.3% | 0.02% | +4.8% |
Q2 2018 | $77,032,000 | +20.9% | 1,878,372 | +19.0% | 0.02% | +16.7% |
Q1 2018 | $63,724,000 | +4.6% | 1,578,881 | +7.4% | 0.02% | +5.9% |
Q4 2017 | $60,920,000 | +11.8% | 1,470,434 | +2.9% | 0.02% | +6.2% |
Q3 2017 | $54,511,000 | +5.2% | 1,428,511 | +1.4% | 0.02% | 0.0% |
Q2 2017 | $51,832,000 | -46.4% | 1,409,228 | -48.3% | 0.02% | +6.7% |
Q1 2017 | $96,692,000 | +0.5% | 2,725,224 | -5.8% | 0.02% | -6.2% |
Q4 2016 | $96,214,000 | +115.7% | 2,891,898 | +109.3% | 0.02% | +6.7% |
Q3 2016 | $44,614,000 | +36.5% | 1,381,677 | +33.5% | 0.02% | +25.0% |
Q2 2016 | $32,696,000 | +19.5% | 1,035,351 | +18.4% | 0.01% | +9.1% |
Q1 2016 | $27,354,000 | +7.2% | 874,758 | +4.1% | 0.01% | +22.2% |
Q4 2015 | $25,511,000 | +61.0% | 840,555 | +51.8% | 0.01% | +50.0% |
Q3 2015 | $15,843,000 | -10.8% | 553,588 | -3.2% | 0.01% | 0.0% |
Q2 2015 | $17,753,000 | +10.7% | 572,137 | +11.7% | 0.01% | 0.0% |
Q1 2015 | $16,034,000 | +23.1% | 512,437 | +22.3% | 0.01% | +20.0% |
Q4 2014 | $13,030,000 | +31.5% | 419,087 | +23.8% | 0.01% | +25.0% |
Q3 2014 | $9,906,000 | +55.4% | 338,559 | +54.2% | 0.00% | +100.0% |
Q2 2014 | $6,375,000 | +24.3% | 219,615 | +19.9% | 0.00% | 0.0% |
Q1 2014 | $5,127,000 | +6.4% | 183,177 | +5.9% | 0.00% | 0.0% |
Q4 2013 | $4,819,000 | +62.4% | 172,939 | +47.4% | 0.00% | +100.0% |
Q3 2013 | $2,967,000 | -38.6% | 117,301 | -41.3% | 0.00% | -50.0% |
Q2 2013 | $4,830,000 | – | 199,847 | – | 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% |