WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 242 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $11,373,000 | -7.3% | 210,971 | +0.3% | 0.49% | -5.4% |
| Q2 2022 | $12,262,000 | +1.0% | 210,286 | +10.1% | 0.52% | +10.9% |
| Q1 2022 | $12,136,000 | +110.9% | 190,976 | +118.6% | 0.47% | +72.6% |
| Q4 2021 | $5,755,000 | -53.4% | 87,368 | -58.3% | 0.27% | -55.2% |
| Q3 2021 | $12,342,000 | -5.1% | 209,672 | -3.8% | 0.60% | +2.2% |
| Q2 2021 | $13,003,000 | -9.6% | 217,914 | -13.4% | 0.59% | -21.3% |
| Q1 2021 | $14,383,000 | +12.8% | 251,501 | +6.4% | 0.75% | +10.1% |
| Q4 2020 | $12,750,000 | +10.4% | 236,294 | +1.4% | 0.68% | -28.8% |
| Q3 2020 | $11,547,000 | +7.3% | 232,952 | -1.2% | 0.96% | -3.5% |
| Q2 2020 | $10,764,000 | +30.5% | 235,676 | +7.0% | 0.99% | +33.2% |
| Q1 2020 | $8,251,000 | -12.9% | 220,249 | +12.7% | 0.74% | +9.2% |
| Q4 2019 | $9,469,000 | +28.9% | 195,369 | +18.4% | 0.68% | +22.2% |
| Q3 2019 | $7,344,000 | +25.9% | 165,047 | +24.1% | 0.56% | +27.1% |
| Q2 2019 | $5,833,000 | +55.6% | 132,973 | +54.0% | 0.44% | +38.5% |
| Q1 2019 | $3,748,000 | +14.8% | 86,340 | +4.0% | 0.32% | +8.9% |
| Q4 2018 | $3,266,000 | +19.9% | 83,027 | +22.9% | 0.29% | +73.2% |
| Q1 2018 | $2,725,000 | +2.3% | 67,535 | +7.6% | 0.17% | -39.8% |
| Q4 2017 | $2,664,000 | -11.3% | 62,742 | -20.3% | 0.28% | -42.8% |
| Q3 2017 | $3,004,000 | +18.4% | 78,721 | +14.1% | 0.49% | +34.1% |
| Q2 2017 | $2,538,000 | – | 69,019 | – | 0.36% | – |
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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% |