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 | $540,257 | -9.3% | 8,509 | -4.8% | 0.09% | -14.9% |
| Q2 2023 | $595,627 | +8.4% | 8,935 | +1.4% | 0.10% | -2.9% |
| Q1 2023 | $549,427 | +1.0% | 8,813 | -2.2% | 0.10% | -15.4% |
| Q4 2022 | $543,966 | +12.6% | 9,012 | +0.5% | 0.12% | +4.2% |
| Q3 2022 | $483,000 | -5.7% | 8,964 | +0.2% | 0.12% | -7.8% |
| Q2 2022 | $512,000 | -13.7% | 8,942 | -4.0% | 0.13% | +0.8% |
| Q1 2022 | $593,000 | +10.2% | 9,314 | +14.0% | 0.13% | -18.1% |
| Q4 2021 | $538,000 | +16.2% | 8,168 | +3.8% | 0.16% | +14.0% |
| Q3 2021 | $463,000 | +128.1% | 7,868 | +131.4% | 0.14% | +103.0% |
| Q2 2021 | $203,000 | -51.0% | 3,400 | -53.1% | 0.07% | -38.0% |
| Q1 2021 | $414,000 | +32.7% | 7,247 | +15.2% | 0.11% | +33.3% |
| Q3 2020 | $312,000 | – | 6,289 | – | 0.08% | – |
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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% |