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 | $629 | -12.2% | 9,900 | -7.9% | 0.04% | -12.5% |
| Q2 2023 | $716 | -20.9% | 10,745 | -25.9% | 0.04% | -23.1% |
| Q1 2023 | $905 | -9.6% | 14,510 | -12.5% | 0.05% | -14.8% |
| Q4 2022 | $1,001 | -99.9% | 16,590 | -6.1% | 0.06% | -7.6% |
| Q3 2022 | $953,000 | -3.0% | 17,675 | +3.1% | 0.07% | -2.9% |
| Q2 2022 | $982,000 | -9.7% | 17,140 | +0.4% | 0.07% | -1.4% |
| Q1 2022 | $1,087,000 | -9.0% | 17,070 | -5.8% | 0.07% | -4.2% |
| Q4 2021 | $1,194,000 | +12.4% | 18,125 | +0.4% | 0.07% | +2.9% |
| Q3 2021 | $1,062,000 | +4.8% | 18,055 | +6.4% | 0.07% | +2.9% |
| Q2 2021 | $1,013,000 | -1.7% | 16,970 | -5.9% | 0.07% | -4.2% |
| Q1 2021 | $1,031,000 | +263.0% | 18,039 | +242.3% | 0.07% | +184.0% |
| Q4 2020 | $284,000 | +57.8% | 5,270 | +44.8% | 0.02% | +47.1% |
| Q3 2020 | $180,000 | +69.8% | 3,640 | +56.2% | 0.02% | +54.5% |
| Q2 2020 | $106,000 | -59.8% | 2,330 | -65.6% | 0.01% | -65.6% |
| Q1 2020 | $264,000 | -1.1% | 6,775 | +23.0% | 0.03% | +23.1% |
| Q4 2019 | $267,000 | -98.3% | 5,510 | +665.3% | 0.03% | +1200.0% |
| Q3 2018 | $15,974,000 | +145118.2% | 720 | +176.9% | 0.00% | +100.0% |
| Q2 2018 | $11,000 | – | 260 | – | 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% |