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 | $770,566 | +28.2% | 12,137 | +34.6% | 0.07% | +50.0% |
| Q2 2023 | $601,194 | +18.2% | 9,019 | +10.5% | 0.05% | +7.0% |
| Q1 2023 | $508,812 | +70.8% | 8,162 | +65.3% | 0.04% | +48.3% |
| Q4 2022 | $297,981 | +27.3% | 4,937 | +14.0% | 0.03% | +7.4% |
| Q3 2022 | $234,000 | -5.6% | 4,332 | +0.1% | 0.03% | -3.6% |
| Q2 2022 | $248,000 | -9.8% | 4,329 | +0.1% | 0.03% | +3.7% |
| Q1 2022 | $275,000 | -3.2% | 4,326 | +0.4% | 0.03% | -3.6% |
| Q4 2021 | $284,000 | +11.8% | 4,310 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $254,000 | -1.2% | 4,310 | 0.0% | 0.03% | -3.4% |
| Q2 2021 | $257,000 | +4.5% | 4,310 | 0.0% | 0.03% | -9.4% |
| Q1 2021 | $246,000 | +5.6% | 4,310 | 0.0% | 0.03% | -17.9% |
| Q4 2020 | $233,000 | +6.4% | 4,310 | -0.9% | 0.04% | -7.1% |
| Q3 2020 | $219,000 | -1.4% | 4,347 | -9.8% | 0.04% | -16.0% |
| Q2 2020 | $222,000 | +7.8% | 4,819 | -1.6% | 0.05% | -9.1% |
| Q1 2020 | $206,000 | -14.2% | 4,899 | -0.8% | 0.06% | -6.8% |
| Q4 2019 | $240,000 | +10.1% | 4,937 | 0.0% | 0.06% | -1.7% |
| Q3 2019 | $218,000 | -2.2% | 4,937 | 0.0% | 0.06% | -1.6% |
| Q2 2019 | $223,000 | +6.2% | 4,937 | +4.2% | 0.06% | -4.7% |
| Q1 2019 | $210,000 | – | 4,737 | – | 0.06% | – |
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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% |