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 | $1,469,178 | -16.4% | 23,140 | -12.2% | 0.22% | -12.8% |
| Q2 2023 | $1,756,722 | +6.4% | 26,353 | -0.5% | 0.26% | +2.0% |
| Q1 2023 | $1,651,055 | -2.0% | 26,485 | -5.1% | 0.25% | -4.5% |
| Q4 2022 | $1,684,465 | -35.6% | 27,907 | -42.5% | 0.26% | -39.6% |
| Q3 2022 | $2,616,000 | -6.5% | 48,521 | -0.7% | 0.44% | -5.2% |
| Q2 2022 | $2,799,000 | -10.9% | 48,847 | -1.0% | 0.46% | +6.5% |
| Q1 2022 | $3,141,000 | -6.8% | 49,333 | -3.6% | 0.43% | +3.6% |
| Q4 2021 | $3,370,000 | +7.4% | 51,163 | -4.1% | 0.42% | -1.9% |
| Q3 2021 | $3,138,000 | -1.9% | 53,332 | -0.6% | 0.43% | -1.2% |
| Q2 2021 | $3,200,000 | -1.8% | 53,631 | -5.9% | 0.43% | -10.2% |
| Q1 2021 | $3,260,000 | +6.0% | 57,012 | +0.0% | 0.48% | +3.2% |
| Q4 2020 | $3,076,000 | +5.6% | 57,011 | -3.0% | 0.46% | -8.3% |
| Q3 2020 | $2,913,000 | +9.0% | 58,768 | +0.0% | 0.51% | -5.2% |
| Q2 2020 | $2,673,000 | +16.9% | 58,767 | +0.0% | 0.54% | +11.7% |
| Q1 2020 | $2,287,000 | – | 58,766 | – | 0.48% | – |
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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% |