WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 591 filers reported holding WISDOMTREE TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $310 | +8.4% | 3,973 | +5.9% | 0.00% | 0.0% |
| Q1 2024 | $286 | -5.9% | 3,753 | -13.3% | 0.00% | 0.0% |
| Q4 2023 | $304 | +45.5% | 4,327 | +31.6% | 0.00% | 0.0% |
| Q3 2023 | $209 | -17.1% | 3,287 | -13.1% | 0.00% | 0.0% |
| Q2 2023 | $252 | -53.8% | 3,783 | -56.8% | 0.00% | -50.0% |
| Q1 2023 | $546 | +6.6% | 8,755 | +3.2% | 0.00% | 0.0% |
| Q4 2022 | $512 | -99.8% | 8,480 | +90.1% | 0.00% | +100.0% |
| Q2 2022 | $256,000 | -9.9% | 4,460 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $284,000 | -3.4% | 4,460 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $294,000 | -9.3% | 4,460 | -19.1% | 0.00% | 0.0% |
| Q3 2021 | $324,000 | -0.9% | 5,510 | +0.5% | 0.00% | 0.0% |
| Q2 2021 | $327,000 | +4.5% | 5,480 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $313,000 | +15.5% | 5,480 | +9.0% | 0.00% | 0.0% |
| Q4 2020 | $271,000 | +8.8% | 5,026 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $249,000 | +8.7% | 5,026 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $229,000 | -10.5% | 5,026 | -23.6% | 0.00% | 0.0% |
| Q1 2020 | $256,000 | +13.8% | 6,576 | +42.0% | 0.00% | 0.0% |
| Q4 2019 | $225,000 | – | 4,632 | – | 0.00% | – |
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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% |