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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $53,403,211 | +16.4% | 759,864 | +5.2% | 5.87% | +6.1% |
| Q3 2023 | $45,867,417 | -2.7% | 722,435 | +2.1% | 5.53% | -0.6% |
| Q2 2023 | $47,154,334 | +13.7% | 707,386 | +6.4% | 5.56% | +8.3% |
| Q1 2023 | $41,457,933 | +13.1% | 665,029 | +9.5% | 5.14% | +10.1% |
| Q4 2022 | $36,657,225 | +16.8% | 607,310 | +4.3% | 4.67% | +6.0% |
| Q3 2022 | $31,397,000 | -10.3% | 582,394 | -4.7% | 4.40% | -6.1% |
| Q2 2022 | $35,014,000 | -10.0% | 610,965 | -0.1% | 4.69% | +4.3% |
| Q1 2022 | $38,923,000 | -0.7% | 611,319 | +2.8% | 4.50% | +2.7% |
| Q4 2021 | $39,180,000 | +11.9% | 594,903 | +0.4% | 4.38% | +4.0% |
| Q3 2021 | $35,000,000 | +2.9% | 592,622 | +3.6% | 4.21% | -1.0% |
| Q2 2021 | $34,000,000 | +9.7% | 572,135 | +5.9% | 4.25% | +5.0% |
| Q1 2021 | $31,000,000 | +14.8% | 540,120 | +7.1% | 4.05% | +2.2% |
| Q4 2020 | $27,000,000 | +11.7% | 504,504 | +3.5% | 3.96% | -3.0% |
| Q3 2020 | $24,168,000 | +8.1% | 487,558 | -0.8% | 4.08% | -0.1% |
| Q2 2020 | $22,358,000 | +185.8% | 491,489 | +144.5% | 4.09% | +123.6% |
| Q1 2020 | $7,823,000 | -62.0% | 201,045 | -52.7% | 1.83% | -59.4% |
| Q4 2019 | $20,600,000 | +7.6% | 425,009 | +0.1% | 4.50% | -1.1% |
| Q3 2019 | $19,143,000 | -0.8% | 424,557 | -4.0% | 4.55% | -1.0% |
| Q2 2019 | $19,305,000 | +6.5% | 442,277 | +5.1% | 4.60% | -0.5% |
| Q1 2019 | $18,119,000 | – | 420,785 | – | 4.62% | – |
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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% |