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 | $6,413,863 | +7.6% | 101,021 | +13.0% | 0.14% | +2.2% |
Q2 2023 | $5,958,873 | +81.8% | 89,392 | +70.0% | 0.14% | +55.2% |
Q1 2023 | $3,277,505 | +9.5% | 52,574 | +6.0% | 0.09% | +14.5% |
Q4 2022 | $2,992,921 | -26.8% | 49,584 | -34.6% | 0.08% | -33.3% |
Q3 2022 | $4,087,000 | +10.2% | 75,819 | +17.1% | 0.11% | +22.6% |
Q2 2022 | $3,709,000 | -1.2% | 64,720 | +9.8% | 0.09% | +10.7% |
Q1 2022 | $3,753,000 | -28.5% | 58,945 | -26.0% | 0.08% | -27.6% |
Q4 2021 | $5,248,000 | -1.3% | 79,685 | -11.8% | 0.12% | -14.1% |
Q3 2021 | $5,318,000 | -4.4% | 90,378 | -3.0% | 0.14% | -2.2% |
Q2 2021 | $5,561,000 | +21.4% | 93,191 | +16.4% | 0.14% | +8.7% |
Q1 2021 | $4,580,000 | +0.8% | 80,081 | -4.9% | 0.13% | -5.9% |
Q4 2020 | $4,542,000 | +14.0% | 84,165 | +4.7% | 0.14% | +3.1% |
Q3 2020 | $3,985,000 | -11.4% | 80,388 | -18.7% | 0.13% | -18.1% |
Q2 2020 | $4,497,000 | +371.9% | 98,864 | +303.5% | 0.16% | +263.6% |
Q1 2020 | $953,000 | +7.0% | 24,504 | +33.2% | 0.04% | +25.7% |
Q4 2019 | $891,000 | +51.5% | 18,392 | +41.1% | 0.04% | +40.0% |
Q3 2019 | $588,000 | +33.3% | 13,031 | +29.0% | 0.02% | +31.6% |
Q2 2019 | $441,000 | +52.1% | 10,102 | +49.8% | 0.02% | +46.2% |
Q1 2019 | $290,000 | +14.2% | 6,745 | +1.8% | 0.01% | 0.0% |
Q4 2018 | $254,000 | -4.2% | 6,625 | +10.9% | 0.01% | +8.3% |
Q3 2018 | $265,000 | – | 5,975 | +59650.0% | 0.01% | – |
Q1 2018 | $0 | – | 10 | 0.0% | 0.00% | – |
Q4 2017 | $0 | – | 10 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
INVESTMENT SECURITY GROUP INC /CO/ /ADV | 680,381 | $40,598,000 | 16.05% |
Legacy Wealth Planning, LLC | 231,598 | $13,819,000 | 15.74% |
Prestige Wealth Management Group LLC | 768,940 | $45,883,000 | 12.18% |
Private Wealth Strategies, L.L.C. | 659,226 | $39,336,000 | 10.14% |
Clearwater Capital Advisors, LLC | 1,183,240 | $70,604,000 | 8.22% |
TAIYO LIFE INSURANCE CO | 850,000 | $50,720,000 | 8.01% |
KB FINANCIAL PARTNERS, LLC | 336,263 | $20,065,000 | 7.58% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 191,789 | $11,444,000 | 5.78% |
JD Financial Services Inc. | 101,722 | $6,070,000 | 5.63% |
Stratos Investment Management, LLC | 295,403 | $17,627,000 | 4.85% |