WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 600 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $50,238,270 | +17.9% | 643,667 | +15.1% | 4.16% | +0.0% |
| Q1 2024 | $42,611,107 | +5.4% | 559,274 | -2.7% | 4.16% | -13.0% |
| Q4 2023 | $40,409,689 | +13.9% | 574,981 | +2.9% | 4.78% | -9.8% |
| Q3 2023 | $35,473,320 | +0.4% | 558,722 | +5.4% | 5.30% | -2.3% |
| Q2 2023 | $35,348,533 | +9.4% | 530,281 | +2.3% | 5.42% | -0.2% |
| Q1 2023 | $32,308,316 | +8.0% | 518,259 | +4.6% | 5.44% | +1.7% |
| Q4 2022 | $29,916,421 | +14.8% | 495,633 | +2.5% | 5.34% | +1.4% |
| Q3 2022 | $26,067,000 | -5.7% | 483,534 | +0.2% | 5.27% | +0.6% |
| Q2 2022 | $27,649,000 | -4.0% | 482,448 | +6.7% | 5.24% | +9.5% |
| Q1 2022 | $28,790,000 | +1.7% | 452,171 | +5.2% | 4.78% | +7.2% |
| Q4 2021 | $28,295,000 | +32.1% | 429,627 | +18.0% | 4.46% | +19.7% |
| Q3 2021 | $21,426,000 | +21.6% | 364,139 | +23.3% | 3.72% | -23.3% |
| Q2 2021 | $17,627,000 | +21.4% | 295,403 | +16.3% | 4.85% | +5.7% |
| Q1 2021 | $14,521,000 | +12.4% | 253,902 | +6.1% | 4.59% | +13.0% |
| Q4 2020 | $12,914,000 | +10.1% | 239,326 | +1.1% | 4.06% | -4.6% |
| Q3 2020 | $11,733,000 | +8.8% | 236,694 | -0.1% | 4.26% | -6.5% |
| Q2 2020 | $10,780,000 | +23.2% | 236,984 | +5.4% | 4.56% | -2.2% |
| Q1 2020 | $8,753,000 | +22.7% | 224,944 | +52.8% | 4.66% | +40.8% |
| Q4 2019 | $7,135,000 | +38.4% | 147,202 | +28.8% | 3.31% | +13.2% |
| Q3 2019 | $5,155,000 | +25.6% | 114,325 | +21.6% | 2.92% | +12.8% |
| Q2 2019 | $4,103,000 | – | 93,992 | – | 2.59% | – |
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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% |