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 2022 | $572,000 | -64.2% | 10,603 | -61.9% | 0.02% | -64.4% |
| Q2 2022 | $1,597,000 | +402.2% | 27,862 | +458.0% | 0.04% | +462.5% |
| Q1 2022 | $318,000 | -40.6% | 4,993 | -38.5% | 0.01% | -42.9% |
| Q4 2021 | $535,000 | +15.8% | 8,117 | +3.3% | 0.01% | 0.0% |
| Q3 2021 | $462,000 | +0.2% | 7,860 | +1.8% | 0.01% | -12.5% |
| Q2 2021 | $461,000 | +28.1% | 7,722 | +22.8% | 0.02% | -11.1% |
| Q1 2021 | $360,000 | +19.6% | 6,287 | +12.6% | 0.02% | -18.2% |
| Q4 2020 | $301,000 | +3.4% | 5,582 | -5.0% | 0.02% | -15.4% |
| Q3 2020 | $291,000 | – | 5,873 | – | 0.03% | – |
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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% |