WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 323 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $745,465 | +3.2% | 9,551 | +0.8% | 0.09% | -1.1% |
| Q1 2024 | $722,049 | +21.9% | 9,477 | +12.5% | 0.09% | +4.8% |
| Q4 2023 | $592,283 | +9.6% | 8,427 | -1.0% | 0.08% | -3.5% |
| 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 ↓ |
|---|---|---|---|
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 656,319 | $32,357,000 | 17.18% |
| Legacy Wealth Planning, LLC | 237,599 | $11,778,000 | 13.46% |
| Prestige Wealth Management Group LLC | 652,652 | $32,352,000 | 9.77% |
| TAIYO LIFE INSURANCE CO | 850,000 | $42,135,000 | 8.46% |
| Clearwater Capital Advisors, LLC | 1,023,438 | $50,732,000 | 7.98% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 185,245 | $9,183,000 | 6.04% |
| BEACON FINANCIAL GROUP | 609,072 | $30,192,000 | 5.40% |
| One Capital Management, LLC | 767,904 | $38,065,000 | 5.19% |
| Stratos Investment Management, LLC | 236,694 | $11,733,000 | 4.26% |
| RVW Wealth, LLC | 487,558 | $24,168,000 | 4.08% |