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 2022 | $470,000 | -6.9% | 8,711 | -1.1% | 0.04% | 0.0% |
| Q2 2022 | $505,000 | -95.3% | 8,806 | -94.8% | 0.04% | -94.5% |
| Q1 2022 | $10,774,000 | +1777.0% | 169,214 | +1842.5% | 0.82% | +1850.0% |
| Q4 2021 | $574,000 | +9.1% | 8,711 | -2.5% | 0.04% | +2.4% |
| Q3 2021 | $526,000 | +1.2% | 8,934 | +2.6% | 0.04% | +2.5% |
| Q2 2021 | $520,000 | +4.4% | 8,711 | 0.0% | 0.04% | -4.8% |
| Q1 2021 | $498,000 | -93.7% | 8,711 | -94.1% | 0.04% | -94.1% |
| Q4 2020 | $7,948,000 | +39.7% | 147,293 | +28.3% | 0.71% | +30.0% |
| Q3 2020 | $5,691,000 | -22.1% | 114,814 | -28.5% | 0.54% | -28.8% |
| Q2 2020 | $7,303,000 | +2054.3% | 160,547 | +1743.0% | 0.76% | +1674.4% |
| Q1 2020 | $339,000 | +50.7% | 8,711 | +87.3% | 0.04% | +95.5% |
| Q4 2019 | $225,000 | +7.1% | 4,652 | 0.0% | 0.02% | +4.8% |
| Q3 2019 | $210,000 | +3.4% | 4,652 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $203,000 | +1.5% | 4,652 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $200,000 | – | 4,652 | – | 0.02% | – |
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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% |