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% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
INVESTMENT SECURITY GROUP INC /CO/ /ADV | 684,554 | $40,279,000 | 15.99% |
Prestige Wealth Management Group LLC | 797,876 | $46,947,000 | 12.02% |
Private Wealth Strategies, L.L.C. | 692,172 | $40,716,000 | 10.20% |
Legacy Wealth Planning, LLC | 141,835 | $8,346,000 | 9.35% |
KB FINANCIAL PARTNERS, LLC | 395,963 | $23,298,000 | 8.53% |
Clearwater Capital Advisors, LLC | 1,166,158 | $68,617,000 | 7.95% |
TAIYO LIFE INSURANCE CO | 850,000 | $50,014,000 | 7.89% |
JD Financial Services Inc. | 104,678 | $6,159,000 | 5.62% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 182,640 | $10,747,000 | 5.41% |
RVW Wealth, LLC | 592,622 | $35,000,000 | 4.21% |