WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 323 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 0.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,771,836 | -5.4% | 185,412 | -0.7% | 0.21% | -3.7% |
| Q2 2023 | $12,445,983 | +6.3% | 186,708 | -0.6% | 0.21% | -17.7% |
| Q1 2023 | $11,709,545 | +1.1% | 187,834 | -2.1% | 0.26% | -8.8% |
| Q4 2022 | $11,576,616 | +12.2% | 191,793 | +0.2% | 0.28% | -12.3% |
| Q3 2022 | $10,320,000 | -8.9% | 191,433 | -3.2% | 0.32% | +1.6% |
| Q2 2022 | $11,330,000 | -14.0% | 197,692 | -4.4% | 0.32% | -2.7% |
| Q1 2022 | $13,169,000 | -6.6% | 206,829 | -3.4% | 0.33% | -14.3% |
| Q4 2021 | $14,104,000 | +16.8% | 214,155 | +4.3% | 0.38% | -68.7% |
| Q3 2021 | $12,079,000 | -10.5% | 205,291 | -9.2% | 1.23% | +149.6% |
| Q2 2021 | $13,495,000 | +1.9% | 226,166 | -2.3% | 0.49% | -11.4% |
| Q1 2021 | $13,245,000 | -0.0% | 231,597 | -5.7% | 0.56% | -8.4% |
| Q4 2020 | $13,251,000 | +3.7% | 245,570 | -4.7% | 0.61% | -10.1% |
| Q3 2020 | $12,779,000 | +8.3% | 257,795 | -0.6% | 0.67% | -3.4% |
| Q2 2020 | $11,798,000 | +15.6% | 259,361 | -1.1% | 0.70% | -7.3% |
| Q1 2020 | $10,202,000 | -22.4% | 262,183 | -3.3% | 0.75% | -9.8% |
| Q4 2019 | $13,145,000 | +3.0% | 271,201 | -4.2% | 0.84% | -9.6% |
| Q3 2019 | $12,761,000 | +1.1% | 283,020 | -2.1% | 0.92% | -1.6% |
| Q2 2019 | $12,619,000 | -1.7% | 289,104 | -3.1% | 0.94% | -11.0% |
| Q1 2019 | $12,841,000 | +11.3% | 298,220 | -0.9% | 1.06% | -20.9% |
| Q4 2018 | $11,533,000 | -14.2% | 300,886 | -0.8% | 1.33% | -0.1% |
| Q3 2018 | $13,442,000 | +6.0% | 303,215 | -1.9% | 1.34% | -1.1% |
| Q2 2018 | $12,681,000 | -1.9% | 309,221 | -3.4% | 1.35% | -0.7% |
| Q1 2018 | $12,924,000 | -3.6% | 320,215 | -1.1% | 1.36% | -3.7% |
| Q4 2017 | $13,407,000 | +8.9% | 323,615 | +0.3% | 1.41% | -3.2% |
| Q3 2017 | $12,316,000 | -3.5% | 322,740 | -7.0% | 1.46% | -7.7% |
| Q2 2017 | $12,763,000 | +1.3% | 347,014 | -2.2% | 1.58% | -1.3% |
| Q1 2017 | $12,595,000 | +8.0% | 355,000 | +1.3% | 1.60% | -4.0% |
| Q4 2016 | $11,664,000 | – | 350,583 | – | 1.67% | – |
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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% |