WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 257 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $49,128,494 | +8.8% | 629,449 | +6.2% | 0.52% | +1.6% |
| Q1 2024 | $45,165,203 | -1.3% | 592,797 | -9.0% | 0.51% | -9.9% |
| Q4 2023 | $45,779,478 | +10.9% | 651,387 | +0.2% | 0.56% | -4.6% |
| Q3 2023 | $41,282,087 | -8.8% | 650,214 | -4.3% | 0.59% | -9.1% |
| Q2 2023 | $45,268,606 | +23.9% | 679,097 | +15.9% | 0.65% | +11.5% |
| Q1 2023 | $36,535,417 | +22.3% | 586,067 | +18.4% | 0.58% | +12.3% |
| Q4 2022 | $29,877,777 | +17.9% | 494,993 | +5.3% | 0.52% | +5.1% |
| Q3 2022 | $25,344,000 | -0.5% | 470,109 | +5.8% | 0.50% | +1.9% |
| Q2 2022 | $25,471,000 | -1.4% | 444,443 | +9.6% | 0.49% | +14.9% |
| Q1 2022 | $25,827,000 | +58.1% | 405,632 | +63.5% | 0.42% | +64.6% |
| Q4 2021 | $16,341,000 | +42.6% | 248,118 | +27.4% | 0.26% | +31.1% |
| Q3 2021 | $11,459,000 | +0.8% | 194,754 | +2.3% | 0.20% | 0.0% |
| Q2 2021 | $11,364,000 | +14.4% | 190,450 | +9.7% | 0.20% | -6.7% |
| Q1 2021 | $9,931,000 | +19.5% | 173,643 | +12.8% | 0.21% | +11.1% |
| Q4 2020 | $8,309,000 | +18.9% | 153,989 | +9.2% | 0.19% | +5.0% |
| Q3 2020 | $6,988,000 | +15.8% | 140,971 | +6.2% | 0.18% | +3.4% |
| Q2 2020 | $6,037,000 | +24.7% | 132,719 | +6.6% | 0.17% | 0.0% |
| Q1 2020 | $4,842,000 | -0.5% | 124,446 | +24.0% | 0.17% | +22.5% |
| Q4 2019 | $4,866,000 | – | 100,385 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 656,319 | $32,357,000 | 17.18% |
| Legacy Wealth Planning, LLC | 237,599 | $11,778,000 | 13.46% |
| Prestige Wealth Management Group LLC | 652,652 | $32,352,000 | 9.77% |
| TAIYO LIFE INSURANCE CO | 850,000 | $42,135,000 | 8.46% |
| Clearwater Capital Advisors, LLC | 1,023,438 | $50,732,000 | 7.98% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 185,245 | $9,183,000 | 6.04% |
| BEACON FINANCIAL GROUP | 609,072 | $30,192,000 | 5.40% |
| One Capital Management, LLC | 767,904 | $38,065,000 | 5.19% |
| Stratos Investment Management, LLC | 236,694 | $11,733,000 | 4.26% |
| RVW Wealth, LLC | 487,558 | $24,168,000 | 4.08% |