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 | $3,333,415 | -5.7% | 52,503 | -1.0% | 0.01% | -7.1% |
| Q2 2023 | $3,535,756 | +5.6% | 53,042 | -1.3% | 0.01% | -6.7% |
| Q1 2023 | $3,348,853 | +0.8% | 53,719 | -2.4% | 0.02% | -11.8% |
| Q4 2022 | $3,321,540 | +15.8% | 55,029 | +3.5% | 0.02% | 0.0% |
| Q3 2022 | $2,868,000 | -21.9% | 53,191 | -17.0% | 0.02% | -29.2% |
| Q2 2022 | $3,673,000 | -6.6% | 64,096 | +3.8% | 0.02% | -4.0% |
| Q1 2022 | $3,932,000 | -5.6% | 61,749 | -2.3% | 0.02% | -13.8% |
| Q4 2021 | $4,165,000 | +14.6% | 63,233 | +2.4% | 0.03% | -3.3% |
| Q3 2021 | $3,633,000 | -3.3% | 61,751 | -2.0% | 0.03% | -14.3% |
| Q2 2021 | $3,758,000 | +4.3% | 62,984 | -0.0% | 0.04% | -10.3% |
| Q1 2021 | $3,603,000 | +62.8% | 63,001 | +53.6% | 0.04% | +34.5% |
| Q4 2020 | $2,213,000 | +11.3% | 41,007 | +2.5% | 0.03% | -12.1% |
| Q3 2020 | $1,988,000 | +30.6% | 40,013 | +19.6% | 0.03% | +32.0% |
| Q2 2020 | $1,522,000 | +50633.3% | 33,446 | +58577.2% | 0.02% | – |
| Q3 2019 | $3,000 | +50.0% | 57 | 0.0% | 0.00% | – |
| Q2 2019 | $2,000 | 0.0% | 57 | 0.0% | 0.00% | – |
| Q1 2019 | $2,000 | – | 57 | – | 0.00% | – |
Download | ||||||
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% |