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 | $325,921 | -44.0% | 5,133 | -41.2% | 0.23% | -42.3% |
| Q2 2023 | $581,895 | +58.4% | 8,729 | +48.2% | 0.40% | +52.5% |
| Q1 2023 | $367,271 | -4.7% | 5,891 | -7.8% | 0.26% | -8.3% |
| Q4 2022 | $385,501 | -6.2% | 6,387 | -16.2% | 0.29% | -15.0% |
| Q3 2022 | $411,000 | +2.2% | 7,620 | +8.5% | 0.34% | -7.9% |
| Q2 2022 | $402,000 | -75.4% | 7,021 | -72.7% | 0.37% | 0.0% |
| Q1 2022 | $1,637,000 | -54.6% | 25,704 | -53.0% | 0.37% | -63.3% |
| Q4 2021 | $3,603,000 | +12.1% | 54,708 | +0.2% | 1.01% | -1.2% |
| Q3 2021 | $3,214,000 | +235.1% | 54,623 | +239.8% | 1.02% | +43.2% |
| Q2 2021 | $959,000 | +14.0% | 16,077 | +9.3% | 0.71% | +3.2% |
| Q1 2021 | $841,000 | +22.6% | 14,704 | +15.8% | 0.69% | +13.3% |
| Q4 2020 | $686,000 | – | 12,703 | – | 0.61% | – |
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% |