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 | $137 | -4.9% | 2,161 | +0.2% | 0.02% | -5.9% |
| Q2 2023 | $144 | +7.5% | 2,156 | +0.2% | 0.02% | 0.0% |
| Q1 2023 | $134 | +3.1% | 2,151 | +0.2% | 0.02% | -5.6% |
| Q4 2022 | $130 | -99.9% | 2,146 | +0.3% | 0.02% | +5.9% |
| Q3 2022 | $115,000 | -5.7% | 2,140 | +0.3% | 0.02% | -5.6% |
| Q2 2022 | $122,000 | -12.2% | 2,133 | -2.6% | 0.02% | 0.0% |
| Q1 2022 | $139,000 | -3.5% | 2,189 | +0.2% | 0.02% | 0.0% |
| Q4 2021 | $144,000 | +12.5% | 2,185 | +0.3% | 0.02% | 0.0% |
| Q3 2021 | $128,000 | -1.5% | 2,179 | +0.2% | 0.02% | -5.3% |
| Q2 2021 | $130,000 | +3.2% | 2,174 | -1.6% | 0.02% | -13.6% |
| Q1 2021 | $126,000 | -56.8% | 2,210 | -59.1% | 0.02% | -61.4% |
| Q4 2020 | $292,000 | – | 5,403 | – | 0.06% | – |
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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% |