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 | $25,396 | -4.8% | 400 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $26,664 | +6.9% | 400 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $24,936 | +3.3% | 400 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $24,144 | +15.0% | 400 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $21,000 | -4.5% | 400 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $22,000 | -12.0% | 400 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $25,000 | -3.8% | 400 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $26,000 | +13.0% | 400 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $23,000 | 0.0% | 400 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $23,000 | +4.5% | 400 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $22,000 | +4.8% | 400 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $21,000 | – | 400 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 684,554 | $40,279,000 | 15.99% |
| Prestige Wealth Management Group LLC | 797,876 | $46,947,000 | 12.02% |
| Private Wealth Strategies, L.L.C. | 692,172 | $40,716,000 | 10.20% |
| Legacy Wealth Planning, LLC | 141,835 | $8,346,000 | 9.35% |
| KB FINANCIAL PARTNERS, LLC | 395,963 | $23,298,000 | 8.53% |
| Clearwater Capital Advisors, LLC | 1,166,158 | $68,617,000 | 7.95% |
| TAIYO LIFE INSURANCE CO | 850,000 | $50,014,000 | 7.89% |
| JD Financial Services Inc. | 104,678 | $6,159,000 | 5.62% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 182,640 | $10,747,000 | 5.41% |
| RVW Wealth, LLC | 592,622 | $35,000,000 | 4.21% |