WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 267 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $53,967 | -4.8% | 850,000 | 0.0% | 4.17% | -7.0% |
| Q2 2023 | $56,661 | +6.9% | 850,000 | 0.0% | 4.48% | +3.4% |
| Q1 2023 | $52,989 | +3.3% | 850,000 | 0.0% | 4.33% | -4.2% |
| Q4 2022 | $51,306 | -99.9% | 850,000 | 0.0% | 4.52% | -16.2% |
| Q3 2022 | $45,824,000 | -5.9% | 850,000 | 0.0% | 5.40% | -16.1% |
| Q2 2022 | $48,714,000 | -10.0% | 850,000 | 0.0% | 6.43% | -20.6% |
| Q1 2022 | $54,120,000 | -3.3% | 850,000 | 0.0% | 8.10% | +1.5% |
| Q4 2021 | $55,981,000 | +11.9% | 850,000 | 0.0% | 7.98% | +1.1% |
| Q3 2021 | $50,014,000 | -1.4% | 850,000 | 0.0% | 7.89% | -1.4% |
| Q2 2021 | $50,720,000 | +4.3% | 850,000 | 0.0% | 8.01% | -3.1% |
| Q1 2021 | $48,612,000 | +6.0% | 850,000 | 0.0% | 8.26% | -0.0% |
| Q4 2020 | $45,866,000 | +8.9% | 850,000 | 0.0% | 8.26% | -2.3% |
| Q3 2020 | $42,135,000 | +9.0% | 850,000 | 0.0% | 8.46% | +0.4% |
| Q2 2020 | $38,667,000 | +16.9% | 850,000 | 0.0% | 8.43% | -10.5% |
| Q1 2020 | $33,074,000 | -19.7% | 850,000 | 0.0% | 9.42% | -58.9% |
| Q4 2019 | $41,200,000 | +7.5% | 850,000 | 0.0% | 22.92% | -0.2% |
| Q3 2019 | $38,327,000 | +3.3% | 850,000 | 0.0% | 22.96% | +21.9% |
| Q2 2019 | $37,103,000 | +1.4% | 850,000 | 0.0% | 18.84% | -1.2% |
| Q1 2019 | $36,601,000 | +12.3% | 850,000 | 0.0% | 19.07% | -0.4% |
| Q4 2018 | $32,581,000 | -13.5% | 850,000 | 0.0% | 19.15% | +0.6% |
| Q3 2018 | $37,681,000 | +8.1% | 850,000 | 0.0% | 19.04% | +18.4% |
| Q2 2018 | $34,859,000 | +1.6% | 850,000 | 0.0% | 16.09% | -3.1% |
| Q1 2018 | $34,306,000 | – | 850,000 | – | 16.60% | – |
Download | ||||||
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% |