WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 323 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 0.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $588,108 | -8.3% | 9,263 | -12.8% | 0.42% | -12.7% |
| Q4 2022 | $641,144 | +4.3% | 10,622 | -6.9% | 0.49% | 0.0% |
| Q3 2022 | $615,000 | -4.5% | 11,409 | +1.5% | 0.49% | -1.2% |
| Q2 2022 | $644,000 | -80.0% | 11,236 | -77.7% | 0.49% | -78.4% |
| Q1 2022 | $3,214,000 | +23.1% | 50,479 | +27.4% | 2.29% | +25.2% |
| Q4 2021 | $2,610,000 | -15.6% | 39,633 | -24.6% | 1.83% | -21.1% |
| Q3 2021 | $3,093,000 | +516.1% | 52,563 | +525.2% | 2.32% | +514.6% |
| Q2 2021 | $502,000 | – | 8,408 | – | 0.38% | – |
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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% |