WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 216 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,755,665 | +4.5% | 86,555 | +2.1% | 0.56% | -2.8% |
| Q1 2024 | $6,461,995 | +7.7% | 84,814 | -0.7% | 0.57% | -3.5% |
| Q4 2023 | $6,002,475 | +13.3% | 85,407 | +2.4% | 0.59% | -2.0% |
| Q3 2023 | $5,295,760 | -2.9% | 83,411 | +1.9% | 0.61% | -1.3% |
| Q2 2023 | $5,455,498 | +8.5% | 81,840 | +1.4% | 0.61% | -4.4% |
| Q1 2023 | $5,029,604 | -4.6% | 80,680 | -7.6% | 0.64% | -11.9% |
| Q4 2022 | $5,273,219 | +12.1% | 87,362 | +0.1% | 0.73% | +5.2% |
| Q3 2022 | $4,703,000 | -4.7% | 87,239 | +1.4% | 0.69% | +0.9% |
| Q2 2022 | $4,933,000 | -6.5% | 86,076 | +3.8% | 0.69% | +4.2% |
| Q1 2022 | $5,278,000 | -3.8% | 82,890 | -0.5% | 0.66% | -1.1% |
| Q4 2021 | $5,489,000 | +14.0% | 83,340 | +1.8% | 0.67% | +1.5% |
| Q3 2021 | $4,815,000 | +1.2% | 81,828 | +2.7% | 0.66% | -27.3% |
| Q2 2021 | $4,756,000 | +7.8% | 79,712 | +3.3% | 0.90% | +1.0% |
| Q1 2021 | $4,410,000 | -39.5% | 77,188 | -42.9% | 0.89% | -47.7% |
| Q4 2020 | $7,294,000 | +13.1% | 135,278 | +4.0% | 1.71% | -2.7% |
| Q3 2020 | $6,448,000 | +17.6% | 130,101 | +8.0% | 1.76% | +6.7% |
| Q2 2020 | $5,482,000 | +24.8% | 120,505 | +6.9% | 1.64% | +3.3% |
| Q1 2020 | $4,393,000 | -16.1% | 112,727 | +4.3% | 1.59% | +7.3% |
| Q4 2019 | $5,239,000 | +9.1% | 108,079 | +1.5% | 1.48% | +0.1% |
| Q3 2019 | $4,801,000 | +4.5% | 106,485 | +1.1% | 1.48% | +12.3% |
| Q2 2019 | $4,596,000 | +1.4% | 105,348 | +0.2% | 1.32% | -2.2% |
| Q1 2019 | $4,532,000 | +66.4% | 105,161 | +48.0% | 1.35% | +54.2% |
| Q4 2018 | $2,724,000 | -14.3% | 71,057 | -0.8% | 0.88% | -4.5% |
| Q3 2018 | $3,178,000 | – | 71,602 | – | 0.92% | – |
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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% |