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 | $6,306,335 | +136.6% | 99,328 | +148.4% | 0.82% | +132.1% |
| Q2 2023 | $2,665,933 | +939.0% | 39,993 | +871.6% | 0.35% | +851.4% |
| Q1 2023 | $256,591 | -92.4% | 4,116 | -92.6% | 0.04% | -93.0% |
| Q4 2022 | $3,359,698 | +9.6% | 55,661 | -2.1% | 0.53% | -2.4% |
| Q3 2022 | $3,065,000 | -7.0% | 56,853 | -1.1% | 0.54% | -15.8% |
| Q2 2022 | $3,296,000 | -22.2% | 57,509 | -13.5% | 0.64% | -14.1% |
| Q1 2022 | $4,235,000 | +43.8% | 66,515 | +48.7% | 0.75% | +41.5% |
| Q4 2021 | $2,946,000 | -27.5% | 44,731 | -35.2% | 0.53% | -35.2% |
| Q3 2021 | $4,062,000 | +50.4% | 69,041 | +52.6% | 0.82% | +52.6% |
| Q2 2021 | $2,700,000 | +834.3% | 45,242 | +508.5% | 0.54% | +400.9% |
| Q1 2020 | $289,000 | -10.2% | 7,435 | +4.1% | 0.11% | +3.9% |
| Q3 2019 | $322,000 | +0.9% | 7,145 | -2.3% | 0.10% | -1.9% |
| Q2 2019 | $319,000 | +39.3% | 7,315 | +37.8% | 0.10% | +43.8% |
| Q1 2019 | $229,000 | -9.5% | 5,310 | -19.4% | 0.07% | -20.7% |
| Q4 2018 | $253,000 | -4.9% | 6,590 | +9.9% | 0.09% | +24.3% |
| Q3 2018 | $266,000 | – | 5,995 | – | 0.07% | – |
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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% |