WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 323 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 0.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $970,381 | -6.9% | 15,284 | -2.2% | 0.00% | – |
| Q2 2023 | $1,041,896 | +16.0% | 15,630 | +8.5% | 0.00% | – |
| Q1 2023 | $898,257 | +3.3% | 14,409 | 0.0% | 0.00% | – |
| Q4 2022 | $869,727 | +11.9% | 14,409 | 0.0% | 0.00% | – |
| Q3 2022 | $777,000 | -7.2% | 14,409 | -1.4% | 0.00% | – |
| Q2 2022 | $837,000 | -10.0% | 14,612 | 0.0% | 0.00% | – |
| Q1 2022 | $930,000 | +1.5% | 14,612 | +5.1% | 0.00% | – |
| Q4 2021 | $916,000 | +67.5% | 13,904 | +49.7% | 0.00% | – |
| Q3 2021 | $547,000 | -15.6% | 9,289 | -14.4% | 0.00% | – |
| Q2 2021 | $648,000 | +2.9% | 10,856 | -1.5% | 0.00% | – |
| Q1 2021 | $630,000 | +117.2% | 11,016 | +104.7% | 0.00% | – |
| Q4 2020 | $290,000 | – | 5,382 | – | 0.00% | – |
Download | ||||||
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% |