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 | $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% | 158 | 0.0% | 0.00% | 0.0% |
Q4 2016 | $5,000 | – | 158 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TAIYO LIFE INSURANCE CO | 850,000 | $41,200,000 | 22.92% |
INVESTMENT SECURITY GROUP INC /CO/ /ADV | 675,238 | $32,729,000 | 19.98% |
Huber Financial Advisors, LLC | 960,623 | $46,561,000 | 16.17% |
Smart Portfolios, LLC | 168,750 | $8,179,000 | 7.37% |
Clearwater Capital Advisors, LLC | 827,007 | $40,085,000 | 6.68% |
Sequoia Wealth Management, LLC | 17,050 | $826,000 | 6.40% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 191,037 | $9,260,000 | 6.35% |
Astoria Strategic Wealth, Inc. | 183,172 | $8,871,000 | 6.31% |
Intelligence Driven Advisers, LLC | 252,778 | $12,252,000 | 5.56% |
STRATEGIC WEALTH MANAGEMENT INC | 117,351 | $5,688,000 | 5.40% |