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 | $1,122,551 | +5.8% | 17,932 | +14.3% | 0.06% | +10.9% |
| Q2 2023 | $1,060,918 | +23.5% | 15,694 | +15.1% | 0.06% | +10.0% |
| Q1 2023 | $859,006 | +3.2% | 13,633 | +3.4% | 0.05% | -2.0% |
| Q4 2022 | $832,749 | +7.6% | 13,183 | +1.4% | 0.05% | -7.3% |
| Q3 2022 | $774,000 | +6.0% | 13,005 | +8.2% | 0.06% | +3.8% |
| Q2 2022 | $730,000 | +2.5% | 12,017 | -0.3% | 0.05% | -1.9% |
| Q1 2022 | $712,000 | -14.0% | 12,053 | -9.4% | 0.05% | -8.5% |
| Q4 2021 | $828,000 | +12.7% | 13,307 | +14.7% | 0.06% | +13.5% |
| Q3 2021 | $735,000 | -40.5% | 11,606 | -42.5% | 0.05% | +13.0% |
| Q2 2021 | $1,236,000 | +94.3% | 20,172 | +86.5% | 0.05% | -11.5% |
| Q1 2021 | $636,000 | +12.6% | 10,818 | +4.5% | 0.05% | -3.7% |
| Q4 2020 | $565,000 | -4.1% | 10,349 | -13.2% | 0.05% | -22.9% |
| Q3 2020 | $589,000 | +11.8% | 11,921 | +7.0% | 0.07% | +6.1% |
| Q2 2020 | $527,000 | +25.8% | 11,142 | +14.1% | 0.07% | +1.5% |
| Q1 2020 | $419,000 | +516.2% | 9,764 | +480.2% | 0.06% | +550.0% |
| Q3 2018 | $68,000 | 0.0% | 1,683 | +2.1% | 0.01% | -9.1% |
| Q2 2018 | $68,000 | +3.0% | 1,648 | +1.5% | 0.01% | 0.0% |
| Q1 2018 | $66,000 | +1.5% | 1,623 | +3.4% | 0.01% | 0.0% |
| Q4 2017 | $65,000 | +8.3% | 1,570 | 0.0% | 0.01% | +10.0% |
| Q3 2017 | $60,000 | +100.0% | 1,570 | +83.8% | 0.01% | +25.0% |
| Q1 2017 | $30,000 | +7.1% | 854 | 0.0% | 0.01% | -20.0% |
| Q4 2016 | $28,000 | 0.0% | 854 | 0.0% | 0.01% | -9.1% |
| Q3 2016 | $28,000 | +3.7% | 854 | 0.0% | 0.01% | -15.4% |
| Q2 2016 | $27,000 | – | 854 | – | 0.01% | – |
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% |