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 | ||||
---|---|---|---|---|---|---|
Q4 2021 | $31,765,000 | +4.1% | 483,490 | -6.7% | 1.69% | -0.8% |
Q3 2021 | $30,504,000 | +7.2% | 518,422 | +8.7% | 1.70% | +5.8% |
Q2 2021 | $28,460,000 | +4.2% | 476,972 | -0.1% | 1.61% | -4.1% |
Q1 2021 | $27,301,000 | +6.3% | 477,391 | +0.3% | 1.68% | -1.8% |
Q4 2020 | $25,686,000 | +15.8% | 476,031 | +6.4% | 1.71% | -0.2% |
Q3 2020 | $22,183,000 | +22.3% | 447,523 | +12.2% | 1.71% | +13.2% |
Q2 2020 | $18,140,000 | +14.7% | 398,790 | -1.9% | 1.51% | -2.6% |
Q1 2020 | $15,822,000 | -7.8% | 406,633 | +14.8% | 1.55% | +13.9% |
Q4 2019 | $17,161,000 | +7.3% | 354,058 | -0.2% | 1.36% | -2.4% |
Q3 2019 | $15,989,000 | -1.9% | 354,604 | -5.0% | 1.40% | -1.6% |
Q2 2019 | $16,300,000 | +5.8% | 373,447 | +4.3% | 1.42% | -1.7% |
Q1 2019 | $15,410,000 | -20.0% | 357,888 | -28.1% | 1.44% | -32.7% |
Q4 2018 | $19,274,000 | -26.9% | 497,544 | -16.4% | 2.14% | -23.1% |
Q3 2018 | $26,373,000 | -45.0% | 594,942 | -49.1% | 2.79% | -45.4% |
Q2 2018 | $47,922,000 | +5.5% | 1,168,566 | +3.8% | 5.11% | +2.5% |
Q1 2018 | $45,421,000 | +1.8% | 1,125,415 | +4.5% | 4.99% | +2.2% |
Q4 2017 | $44,607,000 | +14.1% | 1,076,705 | +6.4% | 4.88% | +9.5% |
Q3 2017 | $39,095,000 | +61.2% | 1,011,783 | +53.4% | 4.45% | +51.8% |
Q2 2017 | $24,260,000 | +28.9% | 659,617 | +24.3% | 2.93% | +22.3% |
Q1 2017 | $18,824,000 | +42.6% | 530,569 | +33.7% | 2.40% | +27.3% |
Q4 2016 | $13,202,000 | +84.8% | 396,824 | +79.4% | 1.88% | +75.6% |
Q3 2016 | $7,143,000 | +26.5% | 221,239 | +23.7% | 1.07% | +13.7% |
Q2 2016 | $5,646,000 | +5.7% | 178,797 | +4.7% | 0.94% | -4.8% |
Q1 2016 | $5,342,000 | +125.5% | 170,844 | +118.8% | 0.99% | +101.2% |
Q4 2015 | $2,369,000 | +80.6% | 78,078 | +79.8% | 0.49% | +69.4% |
Q3 2015 | $1,312,000 | +569.4% | 43,419 | +588.6% | 0.29% | +561.4% |
Q2 2015 | $196,000 | -0.5% | 6,305 | 0.0% | 0.04% | -49.4% |
Q1 2015 | $197,000 | – | 6,305 | – | 0.09% | – |
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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% |