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 | $210,000 | -15.0% | 3,301 | -12.0% | 0.08% | -12.8% |
| Q4 2021 | $247,000 | -32.0% | 3,753 | -39.1% | 0.09% | -42.0% |
| Q3 2021 | $363,000 | -94.3% | 6,161 | -94.1% | 0.16% | -94.4% |
| Q2 2021 | $6,349,000 | +3.3% | 104,388 | -2.9% | 2.90% | -7.4% |
| Q1 2021 | $6,148,000 | +9.4% | 107,509 | +3.2% | 3.13% | +4.3% |
| Q4 2020 | $5,620,000 | +9.8% | 104,154 | +4.3% | 3.01% | +0.9% |
| Q3 2020 | $5,120,000 | +14.1% | 99,861 | +1.7% | 2.98% | +3.8% |
| Q2 2020 | $4,486,000 | +22.8% | 98,163 | +4.6% | 2.87% | +2.2% |
| Q1 2020 | $3,653,000 | -58.8% | 93,872 | -48.8% | 2.81% | -55.5% |
| Q4 2019 | $8,871,000 | – | 183,172 | – | 6.31% | – |
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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% |