WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 267 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,858,727 | -16.8% | 249,783 | -12.6% | 0.10% | -17.4% |
| Q2 2023 | $19,058,413 | +7.2% | 285,905 | +0.3% | 0.12% | +0.9% |
| Q1 2023 | $17,773,358 | +9.5% | 285,104 | +6.0% | 0.11% | -2.6% |
| Q4 2022 | $16,237,767 | +6.2% | 269,015 | -5.1% | 0.12% | -3.3% |
| Q3 2022 | $15,288,000 | +26.0% | 283,578 | +33.9% | 0.12% | +24.7% |
| Q2 2022 | $12,134,000 | +23.2% | 211,732 | +36.9% | 0.10% | +42.6% |
| Q1 2022 | $9,846,000 | -84.7% | 154,639 | -84.2% | 0.07% | -84.9% |
| Q4 2021 | $64,417,000 | +2808.2% | 978,091 | +2498.3% | 0.45% | +2394.4% |
| Q3 2021 | $2,215,000 | +24.2% | 37,643 | +26.0% | 0.02% | +12.5% |
| Q2 2021 | $1,783,000 | -95.2% | 29,875 | -95.4% | 0.02% | -95.7% |
| Q1 2021 | $37,254,000 | +11053.9% | 651,415 | +10410.1% | 0.38% | +9300.0% |
| Q4 2020 | $334,000 | -60.1% | 6,198 | -63.3% | 0.00% | -66.7% |
| Q3 2020 | $837,000 | -39.1% | 16,891 | -44.1% | 0.01% | -42.9% |
| Q2 2020 | $1,374,000 | -71.8% | 30,197 | -75.9% | 0.02% | -81.2% |
| Q1 2020 | $4,873,000 | +184.5% | 125,246 | +254.4% | 0.11% | +202.7% |
| Q4 2019 | $1,713,000 | +27.2% | 35,337 | +18.3% | 0.04% | -5.1% |
| Q3 2019 | $1,347,000 | +15.1% | 29,871 | +11.4% | 0.04% | +11.4% |
| Q2 2019 | $1,170,000 | +410.9% | 26,807 | +403.3% | 0.04% | +118.8% |
| Q1 2019 | $229,000 | – | 5,326 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 684,554 | $40,279,000 | 15.99% |
| Prestige Wealth Management Group LLC | 797,876 | $46,947,000 | 12.02% |
| Private Wealth Strategies, L.L.C. | 692,172 | $40,716,000 | 10.20% |
| Legacy Wealth Planning, LLC | 141,835 | $8,346,000 | 9.35% |
| KB FINANCIAL PARTNERS, LLC | 395,963 | $23,298,000 | 8.53% |
| Clearwater Capital Advisors, LLC | 1,166,158 | $68,617,000 | 7.95% |
| TAIYO LIFE INSURANCE CO | 850,000 | $50,014,000 | 7.89% |
| JD Financial Services Inc. | 104,678 | $6,159,000 | 5.62% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 182,640 | $10,747,000 | 5.41% |
| RVW Wealth, LLC | 592,622 | $35,000,000 | 4.21% |