WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 323 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 0.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,169,169 | -4.8% | 18,415 | 0.0% | 0.07% | -2.7% |
| Q2 2023 | $1,227,544 | -7.8% | 18,415 | -13.8% | 0.08% | -11.8% |
| Q1 2023 | $1,331,047 | +3.3% | 21,351 | +0.0% | 0.08% | -2.3% |
| Q4 2022 | $1,288,529 | +12.5% | 21,347 | +0.5% | 0.09% | +3.6% |
| Q3 2022 | $1,145,000 | -5.5% | 21,242 | +0.5% | 0.08% | 0.0% |
| Q2 2022 | $1,211,000 | -10.0% | 21,136 | +0.0% | 0.08% | +7.7% |
| Q1 2022 | $1,345,000 | +10.9% | 21,132 | +14.8% | 0.08% | +6.8% |
| Q4 2021 | $1,213,000 | +1.2% | 18,415 | -9.6% | 0.07% | -8.8% |
| Q3 2021 | $1,199,000 | -1.3% | 20,379 | +0.0% | 0.08% | -2.4% |
| Q2 2021 | $1,215,000 | +4.4% | 20,369 | +0.0% | 0.08% | -7.9% |
| Q1 2021 | $1,164,000 | +6.0% | 20,359 | +0.0% | 0.09% | -2.2% |
| Q4 2020 | $1,098,000 | -1.3% | 20,351 | -9.3% | 0.09% | -9.0% |
| Q3 2020 | $1,112,000 | +9.0% | 22,439 | +0.0% | 0.10% | +2.0% |
| Q2 2020 | $1,020,000 | +17.0% | 22,432 | +0.1% | 0.10% | -1.0% |
| Q1 2020 | $872,000 | -19.7% | 22,419 | +0.0% | 0.10% | +2.1% |
| Q4 2019 | $1,086,000 | +7.5% | 22,409 | +0.0% | 0.10% | -5.8% |
| Q3 2019 | $1,010,000 | +3.4% | 22,398 | +0.1% | 0.10% | +3.0% |
| Q2 2019 | $977,000 | +1.5% | 22,383 | +0.1% | 0.10% | -6.5% |
| Q1 2019 | $963,000 | +12.4% | 22,371 | +0.0% | 0.11% | -10.1% |
| Q4 2018 | $857,000 | – | 22,365 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 680,381 | $40,598,000 | 16.05% |
| Legacy Wealth Planning, LLC | 231,598 | $13,819,000 | 15.74% |
| Prestige Wealth Management Group LLC | 768,940 | $45,883,000 | 12.18% |
| Private Wealth Strategies, L.L.C. | 659,226 | $39,336,000 | 10.14% |
| Clearwater Capital Advisors, LLC | 1,183,240 | $70,604,000 | 8.22% |
| TAIYO LIFE INSURANCE CO | 850,000 | $50,720,000 | 8.01% |
| KB FINANCIAL PARTNERS, LLC | 336,263 | $20,065,000 | 7.58% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 191,789 | $11,444,000 | 5.78% |
| JD Financial Services Inc. | 101,722 | $6,070,000 | 5.63% |
| Stratos Investment Management, LLC | 295,403 | $17,627,000 | 4.85% |