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 | $3,692,149 | -1.5% | 58,153 | +3.4% | 0.66% | +0.3% |
| Q2 2023 | $3,747,310 | +12.4% | 56,215 | +5.1% | 0.66% | +6.8% |
| Q1 2023 | $3,335,108 | -0.5% | 53,499 | -3.7% | 0.62% | -16.1% |
| Q4 2022 | $3,352,114 | +9.1% | 55,535 | -2.6% | 0.74% | -0.5% |
| Q3 2022 | $3,072,000 | -3.2% | 56,991 | +2.9% | 0.74% | +0.1% |
| Q2 2022 | $3,173,000 | -10.7% | 55,359 | -0.8% | 0.74% | +7.7% |
| Q1 2022 | $3,554,000 | -3.0% | 55,813 | +0.3% | 0.69% | +10.9% |
| Q4 2021 | $3,663,000 | +17.1% | 55,625 | +4.6% | 0.62% | +9.3% |
| Q3 2021 | $3,128,000 | +8.6% | 53,168 | +10.1% | 0.57% | +8.4% |
| Q2 2021 | $2,881,000 | +22.8% | 48,284 | +17.7% | 0.52% | +13.6% |
| Q1 2021 | $2,346,000 | +49.5% | 41,016 | +41.0% | 0.46% | +32.8% |
| Q4 2020 | $1,569,000 | +92.5% | 29,080 | +76.8% | 0.35% | +61.9% |
| Q3 2020 | $815,000 | – | 16,451 | – | 0.22% | – |
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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% |