WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 313 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,747,925 | +1.7% | 43,281 | +6.7% | 0.38% | +3.0% |
Q2 2023 | $2,702,891 | +23.9% | 40,547 | +15.9% | 0.37% | +21.9% |
Q1 2023 | $2,181,427 | +0.7% | 34,992 | -2.5% | 0.30% | -4.4% |
Q4 2022 | $2,166,615 | +26.9% | 35,895 | +13.4% | 0.32% | +17.1% |
Q3 2022 | $1,707,000 | +0.4% | 31,663 | +6.7% | 0.27% | +4.7% |
Q2 2022 | $1,701,000 | -10.0% | 29,681 | -0.0% | 0.26% | 0.0% |
Q1 2022 | $1,890,000 | -3.3% | 29,691 | +0.1% | 0.26% | -1.5% |
Q4 2021 | $1,954,000 | +11.9% | 29,666 | -0.0% | 0.26% | +0.4% |
Q3 2021 | $1,746,000 | -2.1% | 29,667 | -0.7% | 0.26% | -3.7% |
Q2 2021 | $1,783,000 | -6.2% | 29,875 | -10.1% | 0.27% | -15.9% |
Q1 2021 | $1,901,000 | -19.9% | 33,231 | -24.4% | 0.32% | -30.5% |
Q4 2020 | $2,373,000 | +23.3% | 43,974 | +13.2% | 0.46% | -0.6% |
Q3 2020 | $1,925,000 | – | 38,843 | – | 0.46% | – |
Download |
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% |