WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 488 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $42,069 | +0.5% | 627,519 | -1.1% | 5.97% | +5.2% |
| Q2 2023 | $41,846 | +4.9% | 634,314 | -0.7% | 5.67% | +1.9% |
| Q1 2023 | $39,889 | +0.6% | 638,736 | -2.8% | 5.57% | +2.8% |
| Q4 2022 | $39,668 | -99.9% | 657,197 | +16.9% | 5.41% | -0.9% |
| Q3 2022 | $35,138,000 | +7.7% | 562,253 | +0.0% | 5.46% | +12.5% |
| Q2 2022 | $32,620,000 | -7.3% | 562,028 | +2.8% | 4.85% | +3.6% |
| Q1 2022 | $35,175,000 | -1.1% | 546,882 | +1.3% | 4.69% | +1.4% |
| Q4 2021 | $35,557,000 | +15.7% | 539,811 | +6.0% | 4.62% | +12.1% |
| Q3 2021 | $30,733,000 | 0.0% | 509,282 | +0.2% | 4.12% | -5.3% |
| Q2 2021 | $30,733,000 | -6.4% | 508,157 | -15.5% | 4.35% | -15.3% |
| Q1 2021 | $32,823,000 | 0.0% | 601,272 | 0.0% | 5.14% | 0.0% |
| Q4 2020 | $32,823,000 | +8.7% | 601,272 | -1.3% | 5.14% | -4.9% |
| Q3 2020 | $30,192,000 | +8.6% | 609,072 | -1.8% | 5.40% | +0.8% |
| Q2 2020 | $27,799,000 | -63.1% | 620,107 | -63.8% | 5.36% | -11.0% |
| Q1 2020 | $75,375,000 | +80.6% | 1,712,692 | +98.9% | 6.02% | +15.0% |
| Q4 2019 | $41,735,000 | +6.5% | 861,058 | -1.4% | 5.23% | -21.7% |
| Q3 2019 | $39,205,000 | -8.9% | 873,356 | -11.4% | 6.68% | -9.0% |
| Q2 2019 | $43,042,000 | +1.5% | 986,080 | +0.1% | 7.34% | +5.7% |
| Q1 2019 | $42,417,000 | +1.5% | 985,058 | -10.5% | 6.94% | -11.4% |
| Q4 2018 | $41,807,000 | -4.3% | 1,100,463 | +11.6% | 7.84% | +6.3% |
| Q3 2018 | $43,708,000 | +17.0% | 985,963 | +8.3% | 7.38% | +16.8% |
| Q2 2018 | $37,352,000 | +2.8% | 910,790 | +1.1% | 6.31% | +1.9% |
| Q1 2018 | $36,348,000 | +126.0% | 900,583 | +132.0% | 6.20% | +121.3% |
| Q4 2017 | $16,084,000 | – | 388,232 | – | 2.80% | – |
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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% |