WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 325 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $882,109 | +0.6% | 11,302 | -1.8% | 0.13% | -6.5% |
Q1 2024 | $876,854 | +8.5% | 11,509 | +0.1% | 0.14% | -9.2% |
Q4 2023 | $808,016 | +29.7% | 11,497 | +17.2% | 0.15% | +18.6% |
Q3 2023 | $622,884 | -8.3% | 9,811 | -3.8% | 0.13% | +0.8% |
Q2 2023 | $679,623 | +13.8% | 10,195 | +6.4% | 0.13% | +5.8% |
Q1 2023 | $597,085 | +16.9% | 9,578 | +13.2% | 0.12% | +75.4% |
Q4 2022 | $510,792 | +37.7% | 8,462 | +23.1% | 0.07% | -23.3% |
Q3 2022 | $371,000 | -6.5% | 6,876 | -0.7% | 0.09% | +11.1% |
Q2 2022 | $397,000 | +4.5% | 6,924 | +16.2% | 0.08% | +19.1% |
Q1 2022 | $380,000 | +5.6% | 5,961 | +9.2% | 0.07% | +13.3% |
Q4 2021 | $360,000 | +15.4% | 5,459 | +2.9% | 0.06% | +9.1% |
Q3 2021 | $312,000 | +23.3% | 5,307 | +25.2% | 0.06% | +19.6% |
Q2 2021 | $253,000 | -20.9% | 4,238 | -24.3% | 0.05% | -37.0% |
Q1 2021 | $320,000 | -44.8% | 5,602 | -47.8% | 0.07% | -49.7% |
Q4 2020 | $580,000 | -1.7% | 10,734 | -9.8% | 0.14% | -24.5% |
Q3 2020 | $590,000 | +17.5% | 11,898 | +7.8% | 0.19% | 0.0% |
Q2 2020 | $502,000 | +22.7% | 11,042 | +5.0% | 0.19% | +2.7% |
Q1 2020 | $409,000 | +718.0% | 10,518 | +921.2% | 0.19% | +884.2% |
Q4 2019 | $50,000 | +150.0% | 1,030 | +132.0% | 0.02% | +111.1% |
Q3 2019 | $20,000 | -28.6% | 444 | -30.1% | 0.01% | -47.1% |
Q3 2018 | $28,000 | +7.7% | 635 | 0.0% | 0.02% | -39.3% |
Q2 2018 | $26,000 | -85.7% | 635 | -86.3% | 0.03% | -79.3% |
Q1 2018 | $182,000 | +32.8% | 4,628 | +42.2% | 0.14% | +32.4% |
Q4 2017 | $137,000 | +73.4% | 3,254 | +59.1% | 0.10% | +43.7% |
Q3 2017 | $79,000 | +58.0% | 2,045 | +52.0% | 0.07% | +36.5% |
Q2 2017 | $50,000 | -43.2% | 1,345 | -45.8% | 0.05% | -44.1% |
Q1 2017 | $88,000 | +4.8% | 2,482 | 0.0% | 0.09% | -19.1% |
Q4 2016 | $84,000 | – | 2,482 | – | 0.12% | – |
Download |
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% |