WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 269 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,895,557 | +2.7% | 113,973 | +0.3% | 0.42% | -4.1% |
| Q1 2024 | $8,658,517 | +7.8% | 113,643 | -0.6% | 0.44% | -7.2% |
| Q4 2023 | $8,035,135 | +140.2% | 114,330 | +117.0% | 0.47% | +90.7% |
| Q3 2023 | $3,344,740 | -1.6% | 52,681 | +3.3% | 0.25% | +2.1% |
| Q2 2023 | $3,398,959 | +9.5% | 50,989 | +2.4% | 0.24% | +9.5% |
| Q1 2023 | $3,104,036 | +3.3% | 49,792 | +0.0% | 0.22% | -4.3% |
| Q4 2022 | $3,004,126 | +13.3% | 49,770 | +1.2% | 0.23% | +4.5% |
| Q3 2022 | $2,652,000 | +1.1% | 49,198 | +7.5% | 0.22% | +5.7% |
| Q2 2022 | $2,623,000 | -51.8% | 45,773 | -46.4% | 0.21% | -42.6% |
| Q1 2022 | $5,438,000 | -33.3% | 85,404 | -31.0% | 0.36% | -31.3% |
| Q4 2021 | $8,148,000 | +12.7% | 123,720 | +2.1% | 0.53% | -6.9% |
| Q2 2021 | $7,231,000 | -0.3% | 121,177 | -4.4% | 0.57% | -18.6% |
| Q1 2021 | $7,252,000 | +3.0% | 126,801 | -2.8% | 0.70% | -4.5% |
| Q4 2020 | $7,042,000 | +66.0% | 130,511 | +52.5% | 0.73% | +125.2% |
| Q3 2020 | $4,242,000 | -29.1% | 85,573 | -35.0% | 0.32% | -63.9% |
| Q2 2020 | $5,986,000 | +7.7% | 131,584 | +14.8% | 0.90% | +28.4% |
| Q4 2019 | $5,557,000 | – | 114,646 | – | 0.70% | – |
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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% |