WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 245 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $75,382,000 | +91.9% | 965,824 | +87.3% | 7.16% | +85.2% |
| Q1 2024 | $39,287,015 | +8.5% | 515,645 | +0.1% | 3.87% | -0.4% |
| Q4 2023 | $36,218,995 | +11.5% | 515,353 | +0.7% | 3.88% | -2.6% |
| Q3 2023 | $32,486,760 | -2.5% | 511,683 | +2.4% | 3.98% | -1.2% |
| Q2 2023 | $33,321,073 | +7.0% | 499,866 | +0.0% | 4.03% | -2.0% |
| Q1 2023 | $31,146,000 | +4.1% | 499,629 | +0.8% | 4.11% | -4.5% |
| Q4 2022 | $29,913,332 | +13.6% | 495,582 | +1.5% | 4.31% | +11.9% |
| Q3 2022 | $26,333,000 | -3.4% | 488,461 | +2.6% | 3.85% | -11.9% |
| Q2 2022 | $27,273,000 | -10.0% | 475,891 | +0.0% | 4.37% | +7.6% |
| Q1 2022 | $30,295,000 | +6.0% | 475,818 | +9.7% | 4.06% | +5.9% |
| Q4 2021 | $28,569,000 | +9.4% | 433,784 | -2.3% | 3.84% | +5.8% |
| Q3 2021 | $26,121,000 | +1.7% | 443,927 | +3.1% | 3.63% | -11.2% |
| Q2 2021 | $25,683,000 | +8.5% | 430,412 | +4.0% | 4.09% | +7.0% |
| Q1 2021 | $23,665,000 | +9.9% | 413,794 | +3.7% | 3.82% | +3.4% |
| Q4 2020 | $21,527,000 | +10.6% | 398,943 | +1.6% | 3.69% | -2.0% |
| Q3 2020 | $19,465,000 | +15.4% | 392,681 | +5.9% | 3.77% | +6.0% |
| Q2 2020 | $16,867,000 | +59.5% | 370,780 | +36.4% | 3.56% | +26.6% |
| Q1 2020 | $10,574,000 | – | 271,743 | – | 2.81% | – |
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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% |