WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 301 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,449 | -8.8% | 38,633 | -1.9% | 2.51% | +55.4% |
| Q2 2023 | $2,684 | -12.4% | 39,390 | -18.8% | 1.61% | -53.6% |
| Q1 2023 | $3,063 | +4.3% | 48,486 | -0.5% | 3.48% | +5.3% |
| Q4 2022 | $2,938 | -99.9% | 48,754 | +0.9% | 3.30% | -12.3% |
| Q3 2022 | $2,657,000 | -7.6% | 48,334 | +0.5% | 3.77% | +93.0% |
| Q2 2022 | $2,876,000 | -1.3% | 48,116 | +5.1% | 1.95% | -55.1% |
| Q1 2022 | $2,914,000 | -1.4% | 45,771 | -1.1% | 4.35% | +117.5% |
| Q4 2021 | $2,954,000 | +9.3% | 46,296 | +1.9% | 2.00% | +10.2% |
| Q3 2021 | $2,702,000 | -0.4% | 45,416 | +1.2% | 1.81% | -2.1% |
| Q2 2021 | $2,713,000 | +14.2% | 44,861 | +11.2% | 1.85% | +3.6% |
| Q1 2021 | $2,376,000 | +8.7% | 40,340 | +1.1% | 1.79% | +5.9% |
| Q4 2020 | $2,185,000 | +4.1% | 39,901 | -5.3% | 1.69% | -4.5% |
| Q3 2020 | $2,098,000 | +30.6% | 42,154 | +22.6% | 1.77% | +21.4% |
| Q2 2020 | $1,607,000 | +18.7% | 34,372 | +8.9% | 1.46% | -0.4% |
| Q1 2020 | $1,354,000 | – | 31,570 | – | 1.46% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 162,460 | $6,731,000 | 5.47% |
| Live Your Vision, LLC | 338,810 | $14,768,000 | 4.95% |
| Carroll Financial Associates, Inc. | 1,076,705 | $44,607,000 | 4.88% |
| Clearwater Capital Advisors, LLC | 526,161 | $21,799,000 | 4.78% |
| Blue Edge Capital, LLC | 210,367 | $8,715,505,000 | 3.48% |
| BEACON FINANCIAL GROUP | 388,232 | $16,084,000 | 2.80% |
| Relative Value Partners Group, LLC | 522,466 | $21,646,000 | 2.40% |
| BOSTON FINANCIAL MANGEMENT LLC | 835,107 | $34,598,000 | 2.32% |
| Allen Capital Group, LLC | 128,099 | $5,307,000 | 2.30% |
| BREITER CAPITAL MANAGEMENT INC | 37,828 | $1,567,000 | 2.25% |