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 | $41,585,407 | -2.7% | 654,991 | +2.2% | 0.36% | 0.0% |
| Q2 2023 | $42,728,389 | -3.9% | 640,990 | -10.2% | 0.36% | -7.7% |
| Q1 2023 | $44,483,395 | +4.9% | 713,561 | +1.6% | 0.39% | -1.0% |
| Q4 2022 | $42,397,159 | +15.3% | 702,405 | +3.0% | 0.39% | -46.5% |
| Q3 2022 | $36,769,000 | +2.4% | 682,052 | +8.9% | 0.73% | +28.5% |
| Q2 2022 | $35,905,000 | -8.9% | 626,503 | +1.3% | 0.57% | +0.9% |
| Q1 2022 | $39,392,000 | -0.2% | 618,697 | +3.2% | 0.57% | +0.2% |
| Q4 2021 | $39,475,000 | +15.5% | 599,370 | +3.2% | 0.56% | +3.9% |
| Q3 2021 | $34,181,000 | +5.9% | 580,909 | +7.4% | 0.54% | +5.0% |
| Q2 2021 | $32,272,000 | +15.1% | 540,839 | +10.3% | 0.52% | -6.2% |
| Q1 2021 | $28,045,000 | +24.9% | 490,378 | +17.8% | 0.55% | +24.3% |
| Q4 2020 | $22,454,000 | +324.1% | 416,140 | +289.7% | 0.44% | +2.3% |
| Q3 2020 | $5,294,000 | +119.8% | 106,789 | +101.7% | 0.43% | +94.6% |
| Q2 2020 | $2,409,000 | +60.3% | 52,948 | +37.1% | 0.22% | +21.2% |
| Q1 2020 | $1,503,000 | – | 38,624 | – | 0.18% | – |
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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% |