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 ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 162,460 | $6,731,000 | 5.47% |
| Live Your Vision, LLC | 338,810 | $14,768,000 | 4.95% |
| Carroll Financial Associates, Inc. | 1,076,705 | $44,607,000 | 4.88% |
| Clearwater Capital Advisors, LLC | 526,161 | $21,799,000 | 4.78% |
| Blue Edge Capital, LLC | 210,367 | $8,715,505,000 | 3.48% |
| BEACON FINANCIAL GROUP | 388,232 | $16,084,000 | 2.80% |
| Relative Value Partners Group, LLC | 522,466 | $21,646,000 | 2.40% |
| BOSTON FINANCIAL MANGEMENT LLC | 835,107 | $34,598,000 | 2.32% |
| Allen Capital Group, LLC | 128,099 | $5,307,000 | 2.30% |
| BREITER CAPITAL MANAGEMENT INC | 37,828 | $1,567,000 | 2.25% |