WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 320 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $470,819 | +12.4% | 7,416 | +18.1% | 0.04% | +15.6% |
| Q2 2023 | $418,748 | +6.9% | 6,282 | +0.0% | 0.03% | +3.2% |
| Q1 2023 | $391,564 | +19.5% | 6,281 | +15.7% | 0.03% | +14.8% |
| Q4 2022 | $327,778 | +41.9% | 5,430 | +26.5% | 0.03% | +28.6% |
| Q3 2022 | $231,000 | -6.1% | 4,291 | +0.0% | 0.02% | -4.5% |
| Q2 2022 | $246,000 | -13.4% | 4,290 | -3.9% | 0.02% | +4.8% |
| Q1 2022 | $284,000 | -3.4% | 4,464 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $294,000 | +6.1% | 4,464 | -5.1% | 0.02% | -4.5% |
| Q3 2021 | $277,000 | +33.8% | 4,704 | +35.6% | 0.02% | +37.5% |
| Q2 2021 | $207,000 | – | 3,469 | – | 0.02% | – |
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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% |