WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 267 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $259 | -4.8% | 4,078 | 0.0% | 0.04% | -2.4% |
| Q2 2023 | $272 | +7.1% | 4,078 | 0.0% | 0.04% | -2.4% |
| Q1 2023 | $254 | +3.3% | 4,078 | 0.0% | 0.04% | -2.3% |
| Q4 2022 | $246 | -99.9% | 4,078 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $220,000 | -6.0% | 4,078 | 0.0% | 0.04% | -2.3% |
| Q2 2022 | $234,000 | -10.0% | 4,078 | 0.0% | 0.04% | +2.3% |
| Q1 2022 | $260,000 | -3.3% | 4,078 | 0.0% | 0.04% | 0.0% |
| Q4 2021 | $269,000 | +12.1% | 4,078 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $240,000 | +9.6% | 4,078 | +10.9% | 0.04% | +10.3% |
| Q2 2021 | $219,000 | +9.0% | 3,676 | +4.8% | 0.04% | +5.4% |
| Q1 2021 | $201,000 | +6.3% | 3,506 | 0.0% | 0.04% | -11.9% |
| Q4 2020 | $189,000 | +8.6% | 3,506 | 0.0% | 0.04% | -2.3% |
| Q3 2020 | $174,000 | +14.5% | 3,506 | +4.9% | 0.04% | +7.5% |
| Q2 2020 | $152,000 | +16.9% | 3,341 | 0.0% | 0.04% | -2.4% |
| Q1 2020 | $130,000 | -19.8% | 3,341 | 0.0% | 0.04% | 0.0% |
| Q4 2019 | $162,000 | +1.2% | 3,341 | -5.9% | 0.04% | -6.8% |
| Q3 2019 | $160,000 | -16.7% | 3,551 | -14.9% | 0.04% | -18.5% |
| Q2 2019 | $192,000 | +25.5% | 4,174 | +17.5% | 0.05% | +31.7% |
| Q1 2019 | $153,000 | +12.5% | 3,551 | 0.0% | 0.04% | +2.5% |
| Q4 2018 | $136,000 | -13.4% | 3,551 | 0.0% | 0.04% | -9.1% |
| Q3 2018 | $157,000 | +115.1% | 3,551 | +99.0% | 0.04% | +91.3% |
| Q2 2018 | $73,000 | -11.0% | 1,784 | -12.0% | 0.02% | -14.8% |
| Q1 2018 | $82,000 | -2.4% | 2,028 | 0.0% | 0.03% | -3.6% |
| Q4 2017 | $84,000 | +33.3% | 2,028 | +22.0% | 0.03% | +27.3% |
| Q3 2017 | $63,000 | -17.1% | 1,662 | -19.4% | 0.02% | -21.4% |
| Q2 2017 | $76,000 | -9.5% | 2,062 | -13.2% | 0.03% | -12.5% |
| Q1 2017 | $84,000 | +6.3% | 2,375 | 0.0% | 0.03% | -3.0% |
| Q4 2016 | $79,000 | – | 2,375 | – | 0.03% | – |
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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% |