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 | $640,937 | -5.2% | 10,095 | -0.4% | 0.71% | -0.1% |
Q2 2023 | $675,784 | +6.5% | 10,138 | +0.0% | 0.71% | +1.7% |
Q1 2023 | $634,796 | -41.9% | 10,136 | -44.0% | 0.70% | -43.7% |
Q4 2022 | $1,092,800 | +33.3% | 18,105 | +26.5% | 1.24% | +31.6% |
Q3 2022 | $820,000 | -10.3% | 14,312 | -0.3% | 0.94% | +5.9% |
Q2 2022 | $914,000 | 0.0% | 14,359 | 0.0% | 0.89% | +17.7% |
Q1 2022 | $914,000 | -2.8% | 14,359 | +0.6% | 0.76% | +0.8% |
Q4 2021 | $940,000 | +21.4% | 14,273 | +10.1% | 0.75% | -5.5% |
Q3 2021 | $774,000 | 0.0% | 12,967 | 0.0% | 0.80% | 0.0% |
Q2 2021 | $774,000 | +10.7% | 12,967 | +6.1% | 0.80% | -1.0% |
Q1 2021 | $699,000 | +22.2% | 12,226 | +15.4% | 0.80% | +21.8% |
Q4 2020 | $572,000 | – | 10,593 | – | 0.66% | – |
Download |
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% |