WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 255 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $834,894 | -4.4% | 13,150 | +0.4% | 0.09% | -3.3% |
| Q2 2023 | $873,246 | +7.3% | 13,100 | +0.3% | 0.09% | -5.2% |
| Q1 2023 | $814,160 | +8.2% | 13,060 | +4.8% | 0.10% | +2.1% |
| Q4 2022 | $752,387 | +14.9% | 12,465 | +2.6% | 0.09% | +14.6% |
| Q3 2022 | $655,000 | -53.1% | 12,145 | -50.2% | 0.08% | -54.2% |
| Q2 2022 | $1,398,000 | -8.1% | 24,400 | +2.1% | 0.18% | +11.2% |
| Q1 2022 | $1,521,000 | +37.9% | 23,890 | +42.6% | 0.16% | +37.6% |
| Q4 2021 | $1,103,000 | +62.2% | 16,755 | +44.9% | 0.12% | +48.1% |
| Q3 2021 | $680,000 | +7.4% | 11,560 | +9.1% | 0.08% | +5.3% |
| Q2 2021 | $633,000 | +16.6% | 10,600 | +11.6% | 0.08% | +5.6% |
| Q1 2021 | $543,000 | +27.2% | 9,495 | +20.0% | 0.07% | +18.3% |
| Q4 2020 | $427,000 | +162.0% | 7,915 | +141.3% | 0.06% | +130.8% |
| Q3 2020 | $163,000 | +75.3% | 3,280 | +61.2% | 0.03% | +62.5% |
| Q2 2020 | $93,000 | – | 2,035 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 162,460 | $6,731,000 | 5.47% |
| Live Your Vision, LLC | 338,810 | $14,768,000 | 4.95% |
| Carroll Financial Associates, Inc. | 1,076,705 | $44,607,000 | 4.88% |
| Clearwater Capital Advisors, LLC | 526,161 | $21,799,000 | 4.78% |
| Blue Edge Capital, LLC | 210,367 | $8,715,505,000 | 3.48% |
| BEACON FINANCIAL GROUP | 388,232 | $16,084,000 | 2.80% |
| Relative Value Partners Group, LLC | 522,466 | $21,646,000 | 2.40% |
| BOSTON FINANCIAL MANGEMENT LLC | 835,107 | $34,598,000 | 2.32% |
| Allen Capital Group, LLC | 128,099 | $5,307,000 | 2.30% |
| BREITER CAPITAL MANAGEMENT INC | 37,828 | $1,567,000 | 2.25% |