WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 323 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 0.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $582 | -8.5% | 9,168 | -1.6% | 0.36% | -1.7% |
| Q2 2023 | $636 | +14.4% | 9,316 | +4.4% | 0.36% | +4.6% |
| Q1 2023 | $556 | -1.4% | 8,925 | -4.5% | 0.34% | -5.5% |
| Q4 2022 | $564 | -99.9% | 9,342 | -1.1% | 0.36% | +1.4% |
| Q3 2022 | $509,000 | -5.9% | 9,444 | +0.0% | 0.36% | -0.8% |
| Q2 2022 | $541,000 | -12.5% | 9,441 | -2.7% | 0.36% | +4.0% |
| Q1 2022 | $618,000 | -5.5% | 9,707 | -2.3% | 0.35% | -2.0% |
| Q4 2021 | $654,000 | +13.7% | 9,931 | +1.6% | 0.36% | +2.0% |
| Q3 2021 | $575,000 | -3.2% | 9,771 | -1.9% | 0.35% | -3.1% |
| Q2 2021 | $594,000 | +16.5% | 9,956 | +11.6% | 0.36% | +10.8% |
| Q1 2021 | $510,000 | +15.1% | 8,920 | +8.7% | 0.32% | +6.6% |
| Q4 2020 | $443,000 | -36.7% | 8,207 | -41.9% | 0.30% | -17.3% |
| Q3 2020 | $700,000 | +8.4% | 14,130 | -0.4% | 0.37% | +1.7% |
| Q2 2020 | $646,000 | +16.8% | 14,193 | -0.1% | 0.36% | -2.9% |
| Q1 2020 | $553,000 | -18.9% | 14,212 | +1.1% | 0.37% | +11.3% |
| Q4 2019 | $682,000 | +22.7% | 14,064 | +14.0% | 0.34% | +16.3% |
| Q3 2019 | $556,000 | -2.5% | 12,336 | -5.6% | 0.29% | -2.4% |
| Q2 2019 | $570,000 | +26.9% | 13,061 | +25.1% | 0.30% | +24.9% |
| Q1 2019 | $449,000 | +43.5% | 10,439 | +27.8% | 0.24% | +28.1% |
| Q4 2018 | $313,000 | -12.6% | 8,171 | +1.3% | 0.18% | +4.5% |
| Q3 2018 | $358,000 | +8.2% | 8,067 | +0.0% | 0.18% | +6.0% |
| Q2 2018 | $331,000 | +4.4% | 8,066 | +2.8% | 0.17% | -5.6% |
| Q1 2018 | $317,000 | -7.3% | 7,844 | -5.0% | 0.18% | -1.1% |
| Q4 2017 | $342,000 | +14.4% | 8,256 | +5.3% | 0.18% | +6.5% |
| Q3 2017 | $299,000 | +37.8% | 7,842 | +33.1% | 0.17% | +33.3% |
| Q2 2017 | $217,000 | -1.4% | 5,891 | -5.2% | 0.13% | -3.1% |
| Q1 2017 | $220,000 | +7.3% | 6,211 | +0.8% | 0.13% | +2.4% |
| Q4 2016 | $205,000 | – | 6,160 | – | 0.13% | – |
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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% |