WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 313 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $390,125 | -11.9% | 6,145 | -7.5% | 0.14% | -12.8% |
| Q2 2023 | $443,000 | +14.5% | 6,646 | +7.1% | 0.16% | +4.7% |
| Q1 2023 | $386,861 | +3.3% | 6,206 | 0.0% | 0.15% | +17.3% |
| Q4 2022 | $374,574 | +11.8% | 6,206 | 0.0% | 0.13% | -20.1% |
| Q3 2022 | $335,000 | -5.9% | 6,206 | 0.0% | 0.16% | -17.2% |
| Q2 2022 | $356,000 | -10.3% | 6,206 | 0.0% | 0.19% | -7.7% |
| Q1 2022 | $397,000 | -2.9% | 6,206 | 0.0% | 0.21% | +10.6% |
| Q4 2021 | $409,000 | +6.5% | 6,206 | +0.1% | 0.19% | +6.2% |
| Q3 2021 | $384,000 | +8.5% | 6,201 | +0.2% | 0.18% | -9.2% |
| Q1 2021 | $354,000 | – | 6,186 | – | 0.20% | – |
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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% |