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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $4,114,000 | -6.3% | 64,613 | -3.1% | 0.81% | +6.7% |
| Q4 2021 | $4,392,000 | +122.9% | 66,684 | +99.1% | 0.76% | +76.6% |
| Q3 2021 | $1,970,000 | +0.5% | 33,485 | +1.9% | 0.43% | -0.9% |
| Q2 2021 | $1,961,000 | +1300.7% | 32,860 | +1063.2% | 0.43% | +819.1% |
| Q3 2020 | $140,000 | -33.3% | 2,825 | -52.5% | 0.05% | -13.0% |
| Q2 2020 | $210,000 | +600.0% | 5,952 | +674.0% | 0.05% | +315.4% |
| Q1 2020 | $30,000 | -78.1% | 769 | -74.7% | 0.01% | -71.1% |
| Q3 2019 | $137,000 | +3.8% | 3,043 | +0.1% | 0.04% | +7.1% |
| Q2 2019 | $132,000 | -4.3% | 3,041 | -5.1% | 0.04% | -8.7% |
| Q1 2019 | $138,000 | – | 3,204 | – | 0.05% | – |
Download | ||||||
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% |