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 | $2,489 | -10.2% | 39,198 | -5.7% | 0.04% | -11.4% |
Q2 2023 | $2,771 | -10.6% | 41,564 | -16.4% | 0.04% | -17.0% |
Q1 2023 | $3,100 | -99.9% | 49,728 | +3.6% | 0.05% | +3.9% |
Q4 2022 | $2,898,000 | -99.9% | 48,013 | -3.8% | 0.05% | -5.6% |
Q3 2022 | $2,691,000,000 | +93990.9% | 49,925 | +0.1% | 0.05% | -1.8% |
Q2 2022 | $2,860,000 | -4.1% | 49,900 | +6.6% | 0.06% | +5.8% |
Q1 2022 | $2,982,000 | -99.9% | 46,832 | -16.6% | 0.05% | -20.0% |
Q4 2021 | $3,697,000,000 | +113061.9% | 56,128 | +1.1% | 0.06% | -1.5% |
Q3 2021 | $3,267,000 | +82.2% | 55,529 | +84.8% | 0.07% | +73.7% |
Q2 2021 | $1,793,000 | +37.3% | 30,055 | +31.7% | 0.04% | +18.8% |
Q1 2021 | $1,306,000 | -51.0% | 22,828 | -53.8% | 0.03% | -56.8% |
Q4 2020 | $2,667,000 | +6.8% | 49,433 | -1.9% | 0.07% | -11.9% |
Q3 2020 | $2,497,000 | +8.9% | 50,370 | -0.0% | 0.08% | -3.4% |
Q2 2020 | $2,292,000 | +16.8% | 50,376 | -0.2% | 0.09% | -47.9% |
Q1 2020 | $1,963,000 | – | 50,462 | – | 0.17% | – |
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% |