ZEVIN ASSET MANAGEMENT LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 267 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
ZEVIN ASSET MANAGEMENT LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$210
-4.5%
3,3000.0%0.04%
-4.5%
Q2 2023$220
-7.2%
3,300
-13.2%
0.04%
-8.3%
Q1 2023$237
-4.0%
3,800
-7.3%
0.05%
-11.1%
Q4 2022$247
-99.9%
4,1000.0%0.05%
+3.8%
Q3 2022$221,000
-16.3%
4,100
-10.9%
0.05%
-13.3%
Q2 2022$264,000
-9.9%
4,6000.0%0.06%
+7.1%
Q1 2022$293,000
-3.3%
4,6000.0%0.06%
+1.8%
Q4 2021$303,000
+11.8%
4,6000.0%0.06%
+5.8%
Q3 2021$271,000
-1.1%
4,6000.0%0.05%
-3.7%
Q2 2021$274,000
+4.2%
4,6000.0%0.05%
-6.9%
Q1 2021$263,000
+6.0%
4,6000.0%0.06%0.0%
Q4 2020$248,000
-10.8%
4,600
-17.9%
0.06%
-23.7%
Q3 2020$278,000
+9.0%
5,6000.0%0.08%
-1.3%
Q2 2020$255,000
+17.0%
5,6000.0%0.08%
-4.9%
Q1 2020$218,0005,6000.08%
Other shareholders
WISDOMTREE TR shareholders Q3 2020
NameSharesValueWeighting ↓
INVESTMENT SECURITY GROUP INC /CO/ /ADV 680,381$40,598,00016.05%
Legacy Wealth Planning, LLC 231,598$13,819,00015.74%
Prestige Wealth Management Group LLC 768,940$45,883,00012.18%
Private Wealth Strategies, L.L.C. 659,226$39,336,00010.14%
Clearwater Capital Advisors, LLC 1,183,240$70,604,0008.22%
TAIYO LIFE INSURANCE CO 850,000$50,720,0008.01%
KB FINANCIAL PARTNERS, LLC 336,263$20,065,0007.58%
EisnerAmper Wealth Management Corporate Benefits, LLC 191,789$11,444,0005.78%
JD Financial Services Inc. 101,722$6,070,0005.63%
Stratos Investment Management, LLC 295,403$17,627,0004.85%
View complete list of WISDOMTREE TR shareholders