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 | $16,380 | -46.1% | 258 | -43.4% | 0.00% | – |
Q2 2023 | $30,397 | +99.0% | 456 | +86.1% | 0.00% | – |
Q1 2023 | $15,273 | -55.0% | 245 | -56.4% | 0.00% | – |
Q4 2022 | $33,949 | +99.7% | 562 | +76.7% | 0.00% | – |
Q3 2022 | $17,000 | -72.6% | 318 | -70.8% | 0.00% | – |
Q2 2022 | $62,000 | -10.1% | 1,090 | +0.2% | 0.00% | – |
Q1 2022 | $69,000 | -20.7% | 1,088 | -17.6% | 0.00% | – |
Q4 2021 | $87,000 | +35.9% | 1,320 | +21.7% | 0.00% | – |
Q3 2021 | $64,000 | -93.3% | 1,085 | -93.2% | 0.00% | -100.0% |
Q2 2021 | $958,000 | -10.9% | 16,049 | -14.6% | 0.00% | 0.0% |
Q1 2021 | $1,075,000 | -4.4% | 18,799 | -9.8% | 0.00% | 0.0% |
Q4 2020 | $1,125,000 | +106.4% | 20,847 | +89.5% | 0.00% | – |
Q3 2020 | $545,000 | +2.4% | 10,999 | -6.0% | 0.00% | – |
Q2 2020 | $532,000 | -20.2% | 11,697 | -31.7% | 0.00% | -100.0% |
Q1 2020 | $667,000 | +82.2% | 17,138 | +126.8% | 0.00% | – |
Q4 2019 | $366,000 | +51.9% | 7,555 | +41.1% | 0.00% | – |
Q3 2019 | $241,000 | +3.0% | 5,355 | 0.0% | 0.00% | – |
Q2 2019 | $234,000 | +24.5% | 5,355 | +23.0% | 0.00% | – |
Q1 2019 | $188,000 | +72.5% | 4,355 | +52.5% | 0.00% | – |
Q4 2018 | $109,000 | – | 2,855 | +95066.7% | 0.00% | – |
Q3 2018 | $0 | -100.0% | 3 | -99.4% | 0.00% | – |
Q4 2014 | $17,000 | -51.4% | 540 | -54.9% | 0.00% | – |
Q3 2014 | $35,000 | +118.8% | 1,197 | +121.7% | 0.00% | – |
Q2 2014 | $16,000 | +6.7% | 540 | 0.0% | 0.00% | – |
Q1 2014 | $15,000 | +650.0% | 540 | +487.0% | 0.00% | – |
Q3 2013 | $2,000 | – | 92 | – | 0.00% | – |
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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% |