WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 381 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $867,612 | +0.6% | 13,665 | +5.7% | 0.21% | +0.5% |
| Q2 2023 | $862,031 | +12.3% | 12,932 | +3.6% | 0.21% | +2.5% |
| Q1 2023 | $767,835 | -0.8% | 12,477 | -2.7% | 0.20% | -0.5% |
| Q4 2022 | $774,238 | +10.4% | 12,827 | -1.3% | 0.20% | -1.9% |
| Q3 2022 | $701,000 | -11.3% | 13,002 | 0.0% | 0.21% | +3.5% |
| Q2 2022 | $790,000 | -4.2% | 13,002 | +0.4% | 0.20% | +2.0% |
| Q1 2022 | $825,000 | -7.7% | 12,952 | -4.6% | 0.20% | -22.7% |
| Q4 2021 | $894,000 | +11.9% | 13,572 | 0.0% | 0.26% | -2.7% |
| Q3 2021 | $799,000 | -1.4% | 13,572 | 0.0% | 0.26% | -3.0% |
| Q2 2021 | $810,000 | +3.2% | 13,572 | -1.1% | 0.27% | -10.0% |
| Q1 2021 | $785,000 | +4.8% | 13,725 | -1.2% | 0.30% | -24.6% |
| Q4 2020 | $749,000 | +12.0% | 13,887 | +3.0% | 0.40% | -4.3% |
| Q3 2020 | $669,000 | +9.0% | 13,487 | -0.1% | 0.42% | -6.1% |
| Q2 2020 | $614,000 | +28.7% | 13,507 | +10.3% | 0.44% | +2.3% |
| Q1 2020 | $477,000 | +21.4% | 12,249 | +54.1% | 0.43% | +69.8% |
| Q4 2019 | $393,000 | +10.7% | 7,948 | +0.8% | 0.26% | +5.8% |
| Q3 2019 | $355,000 | +3.8% | 7,883 | +0.6% | 0.24% | +9.5% |
| Q2 2019 | $342,000 | +2.4% | 7,833 | +0.4% | 0.22% | 0.0% |
| Q1 2019 | $334,000 | +11.7% | 7,803 | 0.0% | 0.22% | -13.7% |
| Q4 2018 | $299,000 | -12.6% | 7,803 | +1.2% | 0.26% | -2.7% |
| Q3 2018 | $342,000 | +12.5% | 7,712 | +4.1% | 0.26% | +21.9% |
| Q2 2018 | $304,000 | – | 7,405 | – | 0.22% | – |
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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% |