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 | $646,577 | +11.3% | 9,810 | +12.8% | 0.00% | – |
| Q2 2023 | $580,725 | +25.0% | 8,700 | +14.9% | 0.00% | – |
| Q4 2022 | $464,514 | +16.1% | 7,574 | +14.2% | 0.00% | – |
| Q3 2022 | $400,000 | +172.1% | 6,635 | +165.4% | 0.00% | – |
| Q2 2022 | $147,000 | -8.7% | 2,500 | 0.0% | 0.00% | – |
| Q1 2022 | $161,000 | -2.4% | 2,500 | 0.0% | 0.00% | – |
| Q4 2021 | $165,000 | -54.9% | 2,500 | -59.0% | 0.00% | – |
| Q3 2021 | $366,000 | +145.6% | 6,100 | +144.0% | 0.00% | – |
| Q2 2021 | $149,000 | +893.3% | 2,500 | +551.0% | 0.00% | – |
| Q1 2018 | $15,000 | -6.2% | 384 | 0.0% | 0.00% | – |
| Q4 2017 | $16,000 | +6.7% | 384 | 0.0% | 0.00% | – |
| Q3 2017 | $15,000 | -68.1% | 384 | -74.4% | 0.00% | – |
| Q1 2015 | $47,000 | -17.5% | 1,500 | -18.3% | 0.00% | – |
| Q4 2014 | $57,000 | 0.0% | 1,835 | -5.2% | 0.00% | – |
| Q3 2014 | $57,000 | – | 1,935 | – | 0.00% | – |
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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% |