WISDOMTREE TR's ticker is DEW and the CUSIP is 97717W877. A total of 28 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $218,000 | -26.4% | 4,515 | -28.5% | 0.02% | -29.6% |
| Q1 2021 | $296,000 | +8.4% | 6,315 | -1.2% | 0.03% | -6.9% |
| Q4 2020 | $273,000 | +12.8% | 6,390 | 0.0% | 0.03% | +7.4% |
| Q3 2020 | $242,000 | -1.2% | 6,390 | 0.0% | 0.03% | -10.0% |
| Q2 2020 | $245,000 | -25.1% | 6,390 | -33.3% | 0.03% | -38.8% |
| Q1 2020 | $327,000 | -31.3% | 9,585 | -2.5% | 0.05% | -5.8% |
| Q4 2019 | $476,000 | -6.7% | 9,835 | -11.4% | 0.05% | -17.5% |
| Q3 2019 | $510,000 | -22.0% | 11,095 | -21.4% | 0.06% | -22.2% |
| Q2 2019 | $654,000 | – | 14,110 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joseph Group Capital Management | 219,272 | $10,084,000 | 10.10% |
| Legacy Wealth Planning, LLC | 146,777 | $6,750,000 | 9.68% |
| Urban Wealth Management, LLC | 750 | $34,000 | 0.11% |
| Asset Dedication, LLC | 13,843 | $636,000 | 0.09% |
| GREAT VALLEY ADVISOR GROUP, INC. | 27,545 | $1,267,000 | 0.07% |
| LPL Financial LLC | 100,606 | $4,627,000 | 0.00% |
| Parallel Advisors, LLC | 1,642 | $76,000 | 0.00% |
| Private Advisor Group, LLC | 5,237 | $241,000 | 0.00% |
| American Portfolios Advisors | 848 | $39,000 | 0.00% |
| Cambridge Investment Research Advisors, Inc. | 7,227 | $332,000 | 0.00% |