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 | $1,070,632 | +0.1% | 16,863 | +5.1% | 0.02% | 0.0% |
| Q2 2023 | $1,070,026 | +0.9% | 16,052 | -5.6% | 0.02% | -5.9% |
| Q1 2023 | $1,060,590 | +528.9% | 17,013 | +508.9% | 0.02% | +466.7% |
| Q4 2022 | $168,646 | +11.7% | 2,794 | -0.2% | 0.00% | 0.0% |
| Q3 2022 | $151,000 | -5.6% | 2,799 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $160,000 | -10.1% | 2,799 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $178,000 | +31.9% | 2,799 | +36.6% | 0.00% | +50.0% |
| Q4 2021 | $135,000 | +11.6% | 2,049 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $121,000 | -0.8% | 2,049 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $122,000 | +4.3% | 2,049 | 0.0% | 0.00% | -33.3% |
| Q1 2021 | $117,000 | +185.4% | 2,049 | +171.4% | 0.00% | +200.0% |
| Q4 2020 | $41,000 | – | 755 | – | 0.00% | – |
| Q1 2020 | $0 | – | 0 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 684,554 | $40,279,000 | 15.99% |
| Prestige Wealth Management Group LLC | 797,876 | $46,947,000 | 12.02% |
| Private Wealth Strategies, L.L.C. | 692,172 | $40,716,000 | 10.20% |
| Legacy Wealth Planning, LLC | 141,835 | $8,346,000 | 9.35% |
| KB FINANCIAL PARTNERS, LLC | 395,963 | $23,298,000 | 8.53% |
| Clearwater Capital Advisors, LLC | 1,166,158 | $68,617,000 | 7.95% |
| TAIYO LIFE INSURANCE CO | 850,000 | $50,014,000 | 7.89% |
| JD Financial Services Inc. | 104,678 | $6,159,000 | 5.62% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 182,640 | $10,747,000 | 5.41% |
| RVW Wealth, LLC | 592,622 | $35,000,000 | 4.21% |