WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 267 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,040 | -0.5% | 173,892 | +4.5% | 0.06% | 0.0% |
| Q2 2023 | $11,098 | +22.5% | 166,480 | +14.6% | 0.06% | -4.7% |
| Q1 2023 | $9,060 | -5.8% | 145,333 | -8.8% | 0.06% | +1.6% |
| Q4 2022 | $9,614 | -99.9% | 159,270 | +28.6% | 0.06% | +23.5% |
| Q3 2022 | $6,677,000 | -5.5% | 123,853 | +0.5% | 0.05% | -5.6% |
| Q2 2022 | $7,064,000 | +27.3% | 123,264 | +41.4% | 0.05% | +38.5% |
| Q1 2022 | $5,551,000 | +17.0% | 87,178 | +21.0% | 0.04% | +14.7% |
| Q4 2021 | $4,746,000 | +61.0% | 72,063 | +43.8% | 0.03% | +47.8% |
| Q3 2021 | $2,948,000 | +46.2% | 50,099 | +48.2% | 0.02% | +35.3% |
| Q2 2021 | $2,016,000 | +3.9% | 33,794 | -0.4% | 0.02% | -10.5% |
| Q1 2021 | $1,941,000 | +0.8% | 33,938 | -4.9% | 0.02% | -9.5% |
| Q4 2020 | $1,926,000 | +8.0% | 35,699 | -0.8% | 0.02% | -4.5% |
| Q3 2020 | $1,784,000 | +32.1% | 35,990 | +21.2% | 0.02% | +22.2% |
| Q2 2020 | $1,351,000 | +54.0% | 29,698 | +31.7% | 0.02% | +20.0% |
| Q1 2020 | $877,000 | -13.7% | 22,546 | +7.6% | 0.02% | 0.0% |
| Q4 2019 | $1,016,000 | +22.7% | 20,957 | +14.2% | 0.02% | +15.4% |
| Q3 2019 | $828,000 | -21.7% | 18,356 | -24.2% | 0.01% | -13.3% |
| Q2 2019 | $1,057,000 | -0.8% | 24,224 | -2.0% | 0.02% | -6.2% |
| Q1 2019 | $1,065,000 | +51.9% | 24,727 | +35.2% | 0.02% | +23.1% |
| Q4 2018 | $701,000 | +13.6% | 18,290 | +31.4% | 0.01% | +30.0% |
| Q3 2018 | $617,000 | +42.2% | 13,918 | +31.4% | 0.01% | +11.1% |
| Q2 2018 | $434,000 | +46.1% | 10,595 | +44.0% | 0.01% | +50.0% |
| Q1 2018 | $297,000 | – | 7,358 | – | 0.01% | – |
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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% |