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 | $2,239,550 | +45.2% | 35,261 | +52.4% | 0.09% | +47.5% |
Q2 2023 | $1,542,647 | +43.4% | 23,135 | +34.2% | 0.06% | +34.1% |
Q1 2023 | $1,075,531 | +4.8% | 17,243 | +1.4% | 0.04% | -13.7% |
Q4 2022 | $1,025,975 | +25.4% | 16,997 | +12.1% | 0.05% | +18.6% |
Q3 2022 | $818,000 | -3.8% | 15,156 | +2.3% | 0.04% | 0.0% |
Q2 2022 | $850,000 | -5.6% | 14,822 | +4.9% | 0.04% | +13.2% |
Q1 2022 | $900,000 | -3.1% | 14,126 | +0.2% | 0.04% | -5.0% |
Q4 2021 | $929,000 | +12.2% | 14,100 | +0.3% | 0.04% | -2.4% |
Q3 2021 | $828,000 | -1.8% | 14,056 | -0.4% | 0.04% | -2.4% |
Q2 2021 | $843,000 | +4.6% | 14,118 | +0.3% | 0.04% | -12.5% |
Q1 2021 | $806,000 | +38.0% | 14,078 | +30.2% | 0.05% | +20.0% |
Q4 2020 | $584,000 | +2820.0% | 10,809 | +2536.3% | 0.04% | +400.0% |
Q3 2020 | $20,000 | -95.9% | 410 | -96.2% | 0.01% | -81.4% |
Q2 2020 | $489,000 | +17.5% | 10,739 | +0.4% | 0.04% | -2.3% |
Q1 2020 | $416,000 | -19.4% | 10,691 | +0.4% | 0.04% | +10.0% |
Q4 2019 | $516,000 | +15.7% | 10,652 | +7.7% | 0.04% | -13.0% |
Q3 2019 | $446,000 | +3.7% | 9,893 | +0.4% | 0.05% | -4.2% |
Q2 2019 | $430,000 | +1.7% | 9,851 | +2.6% | 0.05% | -65.5% |
Q1 2019 | $423,000 | +15.3% | 9,603 | +0.4% | 0.14% | +87.8% |
Q4 2018 | $367,000 | -2.4% | 9,565 | +4.3% | 0.07% | +5.7% |
Q3 2018 | $376,000 | -3.1% | 9,173 | -3.2% | 0.07% | +32.1% |
Q2 2018 | $388,000 | 0.0% | 9,472 | -1.5% | 0.05% | -1.9% |
Q1 2018 | $388,000 | +67.2% | 9,616 | +71.5% | 0.05% | +54.3% |
Q4 2017 | $232,000 | – | 5,608 | – | 0.04% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
INVESTMENT SECURITY GROUP INC /CO/ /ADV | 680,381 | $40,598,000 | 16.05% |
Legacy Wealth Planning, LLC | 231,598 | $13,819,000 | 15.74% |
Prestige Wealth Management Group LLC | 768,940 | $45,883,000 | 12.18% |
Private Wealth Strategies, L.L.C. | 659,226 | $39,336,000 | 10.14% |
Clearwater Capital Advisors, LLC | 1,183,240 | $70,604,000 | 8.22% |
TAIYO LIFE INSURANCE CO | 850,000 | $50,720,000 | 8.01% |
KB FINANCIAL PARTNERS, LLC | 336,263 | $20,065,000 | 7.58% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 191,789 | $11,444,000 | 5.78% |
JD Financial Services Inc. | 101,722 | $6,070,000 | 5.63% |
Stratos Investment Management, LLC | 295,403 | $17,627,000 | 4.85% |