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 | $1,073,612 | -3.0% | 16,910 | +1.8% | 0.44% | 0.0% |
| Q2 2023 | $1,107,081 | +3.2% | 16,608 | -3.5% | 0.44% | +3.5% |
| Q1 2023 | $1,073,121 | +3.3% | 17,214 | +0.0% | 0.43% | -1.4% |
| Q4 2022 | $1,038,932 | +6.8% | 17,212 | +1.4% | 0.43% | +4.6% |
| Q3 2022 | $973,000 | 0.0% | 16,979 | 0.0% | 0.42% | 0.0% |
| Q2 2022 | $973,000 | -7.5% | 16,979 | +2.8% | 0.42% | +5.6% |
| Q1 2022 | $1,052,000 | -10.6% | 16,524 | -7.5% | 0.39% | -10.5% |
| Q4 2021 | $1,177,000 | +0.3% | 17,870 | -10.4% | 0.44% | +0.2% |
| Q3 2021 | $1,173,000 | -3.1% | 19,941 | -1.7% | 0.44% | -0.7% |
| Q2 2021 | $1,211,000 | +4.5% | 20,290 | +0.1% | 0.44% | -6.6% |
| Q1 2021 | $1,159,000 | +4.6% | 20,271 | -1.3% | 0.47% | -2.7% |
| Q4 2020 | $1,108,000 | +14.1% | 20,536 | +4.9% | 0.48% | -2.6% |
| Q3 2020 | $971,000 | +5.7% | 19,580 | -3.1% | 0.50% | -4.4% |
| Q2 2020 | $919,000 | +13.9% | 20,198 | -2.6% | 0.52% | -7.0% |
| Q1 2020 | $807,000 | -34.0% | 20,743 | -17.8% | 0.56% | -29.3% |
| Q4 2019 | $1,223,000 | +21.6% | 25,224 | +13.0% | 0.79% | +9.4% |
| Q3 2019 | $1,006,000 | +184.2% | 22,315 | +141.6% | 0.72% | +124.1% |
| Q2 2019 | $354,000 | -59.1% | 9,237 | -54.1% | 0.32% | -41.4% |
| Q1 2019 | $866,000 | +144.6% | 20,126 | +117.9% | 0.55% | +104.8% |
| Q4 2018 | $354,000 | – | 9,237 | – | 0.27% | – |
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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% |