CREATIVE FINANCIAL DESIGNS INC /ADV - WISDOMTREE TR ownership

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
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$123,101
-4.3%
1,939
+0.5%
0.01%
-6.7%
Q2 2023$128,620
+7.4%
1,929
+0.4%
0.02%
-6.2%
Q1 2023$119,754
+3.7%
1,921
+0.4%
0.02%
-5.9%
Q4 2022$115,471
+12.1%
1,913
+0.6%
0.02%0.0%
Q3 2022$103,000
-4.6%
1,902
+0.6%
0.02%
-5.6%
Q2 2022$108,000
-10.0%
1,890
+0.6%
0.02%0.0%
Q1 2022$120,000
-1.6%
1,879
+1.1%
0.02%0.0%
Q4 2021$122,000
+11.9%
1,859
+0.5%
0.02%0.0%
Q3 2021$109,000
-6.0%
1,849
-4.5%
0.02%
-10.0%
Q2 2021$116,000
-4.9%
1,937
-9.4%
0.02%
-16.7%
Q1 2021$122,000
+6.1%
2,138
+0.4%
0.02%
-4.0%
Q4 2020$115,000
+9.5%
2,129
+0.7%
0.02%
-3.8%
Q3 2020$105,000
+20.7%
2,115
+10.8%
0.03%0.0%
Q2 2020$87,000
+4.8%
1,908
-10.3%
0.03%
-39.5%
Q1 2020$83,000
-6.7%
2,127
+16.2%
0.04%
+7.5%
Q4 2019$89,000
+48.3%
1,831
+34.0%
0.04%
+25.0%
Q3 2019$60,000
-7.7%
1,366
-7.2%
0.03%
-8.6%
Q2 2019$65,000
+25.0%
1,472
+21.3%
0.04%
+12.9%
Q1 2019$52,000
+766.7%
1,214
+668.4%
0.03%
+675.0%
Q1 2017$6,000
+20.0%
1580.0%0.00%0.0%
Q4 2016$5,0001580.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
TAIYO LIFE INSURANCE CO 850,000$41,200,00022.92%
INVESTMENT SECURITY GROUP INC /CO/ /ADV 675,238$32,729,00019.98%
Huber Financial Advisors, LLC 960,623$46,561,00016.17%
Smart Portfolios, LLC 168,750$8,179,0007.37%
Clearwater Capital Advisors, LLC 827,007$40,085,0006.68%
Sequoia Wealth Management, LLC 17,050$826,0006.40%
EisnerAmper Wealth Management Corporate Benefits, LLC 191,037$9,260,0006.35%
Astoria Strategic Wealth, Inc. 183,172$8,871,0006.31%
Intelligence Driven Advisers, LLC 252,778$12,252,0005.56%
STRATEGIC WEALTH MANAGEMENT INC 117,351$5,688,0005.40%
View complete list of WISDOMTREE TR shareholders