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 | $3,344,740 | -1.6% | 52,681 | +3.3% | 0.25% | +2.1% |
| Q2 2023 | $3,398,959 | +9.5% | 50,989 | +2.4% | 0.24% | +9.5% |
| Q1 2023 | $3,104,036 | +3.3% | 49,792 | +0.0% | 0.22% | -4.3% |
| Q4 2022 | $3,004,126 | +13.3% | 49,770 | +1.2% | 0.23% | +4.5% |
| Q3 2022 | $2,652,000 | +1.1% | 49,198 | +7.5% | 0.22% | +5.7% |
| Q2 2022 | $2,623,000 | -51.8% | 45,773 | -46.4% | 0.21% | -42.6% |
| Q1 2022 | $5,438,000 | -33.3% | 85,404 | -31.0% | 0.36% | -31.3% |
| Q4 2021 | $8,148,000 | +12.7% | 123,720 | +2.1% | 0.53% | -6.9% |
| Q2 2021 | $7,231,000 | -0.3% | 121,177 | -4.4% | 0.57% | -18.6% |
| Q1 2021 | $7,252,000 | +3.0% | 126,801 | -2.8% | 0.70% | -4.5% |
| Q4 2020 | $7,042,000 | +66.0% | 130,511 | +52.5% | 0.73% | +125.2% |
| Q3 2020 | $4,242,000 | -29.1% | 85,573 | -35.0% | 0.32% | -63.9% |
| Q2 2020 | $5,986,000 | +7.7% | 131,584 | +14.8% | 0.90% | +28.4% |
| Q4 2019 | $5,557,000 | – | 114,646 | – | 0.70% | – |
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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% |