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 | $5,303,340 | +1423.1% | 83,530 | +1499.3% | 1.48% | +1408.2% |
| Q2 2023 | $348,192 | -84.1% | 5,223 | -85.1% | 0.10% | -91.7% |
| Q1 2023 | $2,188,259 | -35.7% | 35,102 | -34.3% | 1.18% | -30.9% |
| Q1 2022 | $3,403,000 | +61.9% | 53,447 | +67.5% | 1.71% | +61.3% |
| Q4 2021 | $2,102,000 | -63.5% | 31,911 | -67.4% | 1.06% | -54.7% |
| Q3 2021 | $5,752,000 | -0.9% | 97,757 | +0.5% | 2.34% | +4.7% |
| Q2 2021 | $5,804,000 | +60.4% | 97,266 | +53.7% | 2.24% | +8.4% |
| Q1 2021 | $3,619,000 | +139.4% | 63,272 | +125.8% | 2.07% | +98.7% |
| Q4 2020 | $1,512,000 | – | 28,024 | – | 1.04% | – |
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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% |