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 | $357,005 | -10.6% | 5,623 | -6.2% | 0.09% | -6.9% |
Q2 2023 | $399,494 | +14.7% | 5,993 | +7.2% | 0.10% | +21.7% |
Q1 2023 | $348,356 | +3.3% | 5,588 | 0.0% | 0.08% | +2.5% |
Q4 2022 | $337,292 | +17.1% | 5,588 | +4.5% | 0.08% | -1.2% |
Q3 2022 | $288,000 | -5.9% | 5,348 | 0.0% | 0.08% | -15.5% |
Q2 2022 | $306,000 | +3.0% | 5,348 | +14.7% | 0.10% | +21.2% |
Q1 2022 | $297,000 | -20.2% | 4,663 | -17.4% | 0.08% | -19.2% |
Q4 2021 | $372,000 | +9.4% | 5,643 | -2.5% | 0.10% | -2.0% |
Q3 2021 | $340,000 | -4.0% | 5,785 | -2.4% | 0.10% | -3.8% |
Q2 2021 | $354,000 | +7.6% | 5,927 | +3.1% | 0.10% | +1.9% |
Q1 2021 | $329,000 | +5.8% | 5,747 | -0.3% | 0.10% | +1.0% |
Q4 2020 | $311,000 | -3.4% | 5,767 | -11.3% | 0.10% | -1.0% |
Q3 2020 | $322,000 | +8.8% | 6,502 | 0.0% | 0.10% | +56.1% |
Q2 2020 | $296,000 | +17.0% | 6,502 | 0.0% | 0.07% | -13.2% |
Q1 2020 | $253,000 | -12.8% | 6,502 | +8.6% | 0.08% | -40.2% |
Q4 2019 | $290,000 | +9.4% | 5,987 | +1.8% | 0.13% | -4.5% |
Q3 2019 | $265,000 | +6.0% | 5,882 | +2.7% | 0.13% | +2.3% |
Q2 2019 | $250,000 | +1.2% | 5,727 | -0.1% | 0.13% | 0.0% |
Q1 2019 | $247,000 | -0.4% | 5,732 | +2.4% | 0.13% | +4.0% |
Q4 2018 | $248,000 | 0.0% | 5,597 | 0.0% | 0.12% | 0.0% |
Q3 2018 | $248,000 | – | 5,597 | – | 0.12% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
INVESTMENT SECURITY GROUP INC /CO/ /ADV | 680,381 | $40,598,000 | 16.05% |
Legacy Wealth Planning, LLC | 231,598 | $13,819,000 | 15.74% |
Prestige Wealth Management Group LLC | 768,940 | $45,883,000 | 12.18% |
Private Wealth Strategies, L.L.C. | 659,226 | $39,336,000 | 10.14% |
Clearwater Capital Advisors, LLC | 1,183,240 | $70,604,000 | 8.22% |
TAIYO LIFE INSURANCE CO | 850,000 | $50,720,000 | 8.01% |
KB FINANCIAL PARTNERS, LLC | 336,263 | $20,065,000 | 7.58% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 191,789 | $11,444,000 | 5.78% |
JD Financial Services Inc. | 101,722 | $6,070,000 | 5.63% |
Stratos Investment Management, LLC | 295,403 | $17,627,000 | 4.85% |