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 | $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% | – |
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% |