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 | $8,203,597 | -1.3% | 105,107 | -3.7% | 5.46% | +1.1% |
| Q1 2024 | $8,314,820 | +9.0% | 109,133 | +0.6% | 5.40% | -0.3% |
| Q4 2023 | $7,626,772 | +11.3% | 108,520 | +0.6% | 5.41% | +6.2% |
| Q3 2023 | $6,851,781 | -2.8% | 107,919 | +2.1% | 5.09% | +10.2% |
| Q2 2023 | $7,049,092 | +9.4% | 105,747 | +2.3% | 4.62% | -0.5% |
| Q1 2023 | $6,441,114 | +3.6% | 103,322 | +0.3% | 4.65% | -11.6% |
| Q4 2022 | $6,220,181 | +20.0% | 103,051 | +7.2% | 5.26% | +22.8% |
| Q3 2022 | $5,182,000 | -9.7% | 96,125 | -4.0% | 4.28% | -1.8% |
| Q2 2022 | $5,739,000 | -7.3% | 100,144 | +3.0% | 4.36% | +12.3% |
| Q1 2022 | $6,192,000 | +39.6% | 97,251 | +44.3% | 3.88% | +53.1% |
| Q4 2021 | $4,437,000 | +1026.1% | 67,373 | +907.2% | 2.53% | +1006.6% |
| Q3 2021 | $394,000 | -4.8% | 6,689 | -3.5% | 0.23% | -3.4% |
| Q2 2021 | $414,000 | +1.5% | 6,933 | -2.8% | 0.24% | -8.8% |
| Q1 2021 | $408,000 | -89.5% | 7,133 | -90.1% | 0.26% | -91.0% |
| Q4 2020 | $3,903,000 | – | 72,339 | – | 2.90% | – |
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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% |