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 | $4,671,829 | -10.7% | 73,584 | -6.3% | 0.01% | -14.3% |
| Q2 2023 | $5,234,086 | -4.8% | 78,519 | -10.9% | 0.01% | -12.5% |
| Q1 2023 | $5,496,117 | -17.1% | 88,164 | -19.7% | 0.01% | -20.0% |
| Q4 2022 | $6,627,512 | -34.3% | 109,800 | -41.3% | 0.01% | -41.2% |
| Q3 2022 | $10,092,000 | -15.4% | 187,193 | -10.1% | 0.02% | -15.0% |
| Q2 2022 | $11,927,000 | -18.7% | 208,111 | -9.7% | 0.02% | -13.0% |
| Q1 2022 | $14,678,000 | -39.7% | 230,537 | -37.6% | 0.02% | -41.0% |
| Q4 2021 | $24,340,000 | +2672.2% | 369,575 | +2377.4% | 0.04% | +1850.0% |
| Q3 2021 | $878,000 | +21.3% | 14,918 | +22.9% | 0.00% | +100.0% |
| Q2 2021 | $724,000 | -33.4% | 12,137 | -36.1% | 0.00% | -50.0% |
| Q1 2021 | $1,087,000 | +12.8% | 18,999 | +6.4% | 0.00% | 0.0% |
| Q4 2020 | $964,000 | +9.4% | 17,857 | +0.5% | 0.00% | 0.0% |
| Q3 2020 | $881,000 | +53.0% | 17,764 | +40.3% | 0.00% | 0.0% |
| Q2 2020 | $576,000 | +50.4% | 12,662 | +28.7% | 0.00% | +100.0% |
| Q1 2020 | $383,000 | -9.0% | 9,837 | +13.2% | 0.00% | 0.0% |
| Q4 2019 | $421,000 | -0.9% | 8,688 | -7.9% | 0.00% | 0.0% |
| Q3 2019 | $425,000 | +14.2% | 9,434 | +10.8% | 0.00% | 0.0% |
| Q2 2019 | $372,000 | +10.7% | 8,516 | +9.3% | 0.00% | 0.0% |
| Q1 2019 | $336,000 | -29.0% | 7,793 | -36.9% | 0.00% | -50.0% |
| Q4 2018 | $473,000 | +4200.0% | 12,352 | +4017.3% | 0.00% | – |
| Q2 2017 | $11,000 | -91.9% | 300 | -92.1% | 0.00% | -100.0% |
| Q1 2017 | $135,000 | -10.0% | 3,796 | -15.6% | 0.00% | 0.0% |
| Q4 2016 | $150,000 | +1400.0% | 4,500 | +1400.0% | 0.00% | – |
| Q3 2016 | $10,000 | – | 300 | – | 0.00% | – |
| Q2 2016 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q1 2016 | $69,000 | – | 2,200 | – | 0.00% | – |
| Q4 2015 | $0 | – | 0 | – | 0.00% | – |
| Q3 2015 | $0 | – | 0 | – | 0.00% | – |
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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% |