WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 301 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $660,296 | -10.0% | 10,400 | -5.5% | 0.00% | 0.0% |
| Q2 2023 | $733,260 | -98.9% | 11,000 | -99.1% | 0.00% | -99.1% |
| Q3 2022 | $69,245,000 | +7083.1% | 1,284,450 | +7034.6% | 0.22% | +10900.0% |
| Q4 2020 | $964,000 | +2.2% | 18,003 | -5.3% | 0.00% | -33.3% |
| Q3 2020 | $943,000 | +12.7% | 19,020 | +3.4% | 0.00% | 0.0% |
| Q2 2020 | $837,000 | +15.6% | 18,392 | -1.2% | 0.00% | +50.0% |
| Q1 2020 | $724,000 | -29.5% | 18,616 | -12.3% | 0.00% | 0.0% |
| Q4 2019 | $1,027,000 | -4.6% | 21,218 | -11.1% | 0.00% | -33.3% |
| Q3 2019 | $1,077,000 | -6.0% | 23,879 | -9.1% | 0.00% | -40.0% |
| Q2 2019 | $1,146,000 | -10.3% | 26,258 | -21.2% | 0.01% | -16.7% |
| Q4 2018 | $1,277,000 | – | 33,316 | – | 0.01% | – |
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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% |