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 | $35,438,719 | +4.4% | 558,178 | +9.6% | 5.72% | +4.6% |
| Q2 2023 | $33,946,561 | +8.0% | 509,249 | +1.0% | 5.47% | +0.2% |
| Q1 2023 | $31,445,085 | +8.5% | 504,413 | +5.0% | 5.46% | +2.2% |
| Q4 2022 | $28,991,957 | +18.7% | 480,317 | +6.1% | 5.34% | +3.0% |
| Q3 2022 | $24,416,000 | -1.1% | 452,894 | +5.2% | 5.19% | +2.1% |
| Q2 2022 | $24,682,000 | -2.7% | 430,670 | +8.1% | 5.08% | +9.9% |
| Q1 2022 | $25,360,000 | +23.1% | 398,305 | +27.3% | 4.62% | +22.1% |
| Q4 2021 | $20,601,000 | +1483.5% | 312,806 | +1314.4% | 3.79% | +1281.8% |
| Q3 2021 | $1,301,000 | – | 22,116 | – | 0.27% | – |
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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% |