WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 313 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,103,893 | +19.3% | 17,387 | +25.3% | 0.06% | +19.6% |
| Q2 2023 | $925,335 | +25.3% | 13,881 | +17.1% | 0.05% | +15.0% |
| Q1 2023 | $738,691 | +2.1% | 11,849 | -1.1% | 0.04% | -9.1% |
| Q4 2022 | $723,378 | +5.9% | 11,984 | +0.5% | 0.04% | -4.3% |
| Q3 2022 | $683,000 | 0.0% | 11,919 | 0.0% | 0.05% | 0.0% |
| Q2 2022 | $683,000 | +45.0% | 11,919 | +66.7% | 0.05% | +64.3% |
| Q4 2021 | $471,000 | +8.3% | 7,151 | -3.4% | 0.03% | +100.0% |
| Q3 2021 | $435,000 | -9.4% | 7,399 | -8.0% | 0.01% | -6.7% |
| Q2 2021 | $480,000 | +5.3% | 8,046 | +0.9% | 0.02% | -6.2% |
| Q1 2021 | $456,000 | – | 7,974 | – | 0.02% | – |
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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% |