WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 255 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,601 | -4.3% | 466 | +0.4% | 0.01% | -7.7% |
| Q2 2023 | $30,929 | +114451.9% | 464 | +6.2% | 0.01% | +8.3% |
| Q1 2023 | $27 | +3.8% | 437 | +0.5% | 0.01% | -7.7% |
| Q4 2022 | $26 | -99.9% | 435 | +0.5% | 0.01% | -27.8% |
| Q3 2022 | $23,000 | -4.2% | 433 | +5.6% | 0.02% | +80.0% |
| Q2 2022 | $24,000 | -7.7% | 410 | +0.5% | 0.01% | 0.0% |
| Q1 2022 | $26,000 | -3.7% | 408 | +0.5% | 0.01% | -16.7% |
| Q4 2021 | $27,000 | +22.7% | 406 | +8.6% | 0.01% | +20.0% |
| Q3 2021 | $22,000 | 0.0% | 374 | +0.5% | 0.01% | -9.1% |
| Q2 2021 | $22,000 | +4.8% | 372 | +0.5% | 0.01% | +10.0% |
| Q1 2021 | $21,000 | +10.5% | 370 | +0.5% | 0.01% | +11.1% |
| Q4 2020 | $19,000 | -98.0% | 368 | -98.1% | 0.01% | -98.3% |
| Q3 2020 | $963,000 | +21.7% | 19,430 | +11.7% | 0.54% | +10.0% |
| Q2 2020 | $791,000 | +20.6% | 17,395 | +28.5% | 0.49% | +15.0% |
| Q4 2019 | $656,000 | – | 13,541 | – | 0.43% | – |
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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% |