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 | $5,951,743 | -0.5% | 93,743 | +4.5% | 3.65% | +2.2% |
| Q2 2023 | $5,982,668 | +7.4% | 89,749 | +0.5% | 3.58% | +3.1% |
| Q1 2023 | $5,568,957 | +6.8% | 89,332 | +3.4% | 3.47% | +1.7% |
| Q4 2022 | $5,213,172 | +15.9% | 86,368 | +3.5% | 3.41% | +4.8% |
| Q3 2022 | $4,498,000 | -3.6% | 83,432 | +2.5% | 3.25% | +1.5% |
| Q2 2022 | $4,666,000 | -4.0% | 81,410 | +6.6% | 3.21% | +6.5% |
| Q1 2022 | $4,862,000 | +2.7% | 76,359 | +6.2% | 3.01% | +2.7% |
| Q4 2021 | $4,733,000 | +12.8% | 71,869 | +0.8% | 2.93% | -5.3% |
| Q3 2021 | $4,196,000 | +3.5% | 71,305 | +4.9% | 3.10% | +64.0% |
| Q2 2021 | $4,055,000 | +1.0% | 67,949 | -3.2% | 1.89% | -14.4% |
| Q1 2021 | $4,014,000 | – | 70,183 | – | 2.20% | – |
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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% |