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 | $274,277 | -14.8% | 4,320 | -10.6% | 0.06% | -4.6% |
| Q2 2023 | $321,968 | +6.9% | 4,830 | 0.0% | 0.06% | +8.3% |
| Q1 2023 | $301,102 | +3.3% | 4,830 | 0.0% | 0.06% | -1.6% |
| Q4 2022 | $291,539 | -0.5% | 4,830 | -11.0% | 0.06% | -12.9% |
| Q3 2022 | $293,000 | -5.8% | 5,430 | 0.0% | 0.07% | 0.0% |
| Q2 2022 | $311,000 | -10.1% | 5,430 | 0.0% | 0.07% | +4.5% |
| Q1 2022 | $346,000 | -3.4% | 5,430 | 0.0% | 0.07% | -6.9% |
| Q4 2021 | $358,000 | +2.6% | 5,430 | -8.4% | 0.07% | -11.1% |
| Q3 2021 | $349,000 | -1.4% | 5,930 | 0.0% | 0.08% | -1.2% |
| Q2 2021 | $354,000 | -6.1% | 5,930 | -10.2% | 0.08% | -24.1% |
| Q1 2021 | $377,000 | +5.9% | 6,600 | 0.0% | 0.11% | -0.9% |
| Q4 2020 | $356,000 | -2.7% | 6,600 | -10.6% | 0.11% | -18.0% |
| Q3 2020 | $366,000 | +8.9% | 7,380 | 0.0% | 0.13% | -1.5% |
| Q2 2020 | $336,000 | – | 7,380 | – | 0.14% | – |
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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% |