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 2023 | $2,291,615 | -7.5% | 36,094 | -2.9% | 0.10% | -5.4% |
| Q2 2023 | $2,476,881 | +10.1% | 37,157 | +3.0% | 0.11% | +14.4% |
| Q1 2023 | $2,249,851 | +22.0% | 36,090 | +18.1% | 0.10% | +10.2% |
| Q4 2022 | $1,844,753 | +804.3% | 30,563 | +760.4% | 0.09% | +633.3% |
| Q2 2022 | $204,000 | -22.4% | 3,552 | -14.0% | 0.01% | -25.0% |
| Q1 2022 | $263,000 | -5.7% | 4,132 | -2.5% | 0.02% | -5.9% |
| Q4 2021 | $279,000 | +4.5% | 4,238 | -6.8% | 0.02% | 0.0% |
| Q3 2021 | $267,000 | +4.3% | 4,546 | +6.1% | 0.02% | 0.0% |
| Q2 2021 | $256,000 | +4.9% | 4,286 | +0.3% | 0.02% | -5.6% |
| Q1 2021 | $244,000 | +3966.7% | 4,275 | +2605.7% | 0.02% | +1700.0% |
| Q1 2020 | $6,000 | – | 158 | – | 0.00% | – |
Download | ||||||
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% |