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 | $1,086,349 | -2.7% | 17,111 | +2.2% | 0.16% | +4.4% |
| Q2 2023 | $1,116,354 | +24.7% | 16,747 | +16.6% | 0.16% | +16.2% |
| Q1 2023 | $895,465 | +17.5% | 14,364 | +13.8% | 0.14% | +14.3% |
| Q4 2022 | $761,863 | +24.1% | 12,622 | +10.7% | 0.12% | +16.7% |
| Q3 2022 | $614,000 | +0.3% | 11,397 | +6.7% | 0.10% | +2.0% |
| Q2 2022 | $612,000 | +20.5% | 10,686 | +33.8% | 0.10% | +40.8% |
| Q1 2022 | $508,000 | +47.7% | 7,986 | +52.7% | 0.07% | +54.3% |
| Q4 2021 | $344,000 | +9.9% | 5,229 | -1.7% | 0.05% | -2.1% |
| Q3 2021 | $313,000 | – | 5,320 | – | 0.05% | – |
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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% |