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 | $645,000 | -21.4% | 9,786 | -29.8% | 0.04% | -34.4% |
| Q3 2021 | $821,000 | +6.6% | 13,942 | +8.1% | 0.06% | +3.2% |
| Q2 2021 | $770,000 | +12.6% | 12,898 | +7.8% | 0.06% | +1.6% |
| Q1 2021 | $684,000 | +0.9% | 11,966 | -4.7% | 0.06% | -6.2% |
| Q4 2020 | $678,000 | +11.5% | 12,561 | +2.5% | 0.06% | 0.0% |
| Q3 2020 | $608,000 | +10.3% | 12,257 | +1.1% | 0.06% | +1.6% |
| Q2 2020 | $551,000 | +87.4% | 12,120 | +60.3% | 0.06% | +68.4% |
| Q1 2020 | $294,000 | -16.2% | 7,561 | +4.4% | 0.04% | +5.6% |
| Q4 2019 | $351,000 | +7.7% | 7,240 | 0.0% | 0.04% | +2.9% |
| Q3 2019 | $326,000 | +35.3% | 7,240 | +31.0% | 0.04% | +34.6% |
| Q2 2019 | $241,000 | +31.7% | 5,527 | +15.9% | 0.03% | -31.6% |
| Q4 2018 | $183,000 | +125.9% | 4,768 | +159.8% | 0.04% | 0.0% |
| Q3 2018 | $81,000 | -60.7% | 1,835 | -64.1% | 0.04% | -11.6% |
| Q1 2018 | $206,000 | -99.4% | 5,107 | +403.2% | 0.04% | +377.8% |
| Q2 2017 | $37,000,000 | – | 1,015 | – | 0.01% | – |
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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% |