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 | $3,440,894 | +1.6% | 44,086 | -0.8% | 1.07% | -1.9% |
Q1 2024 | $3,386,288 | +1.4% | 44,445 | -6.4% | 1.09% | -9.6% |
Q4 2023 | $3,338,367 | +5.1% | 47,501 | -5.1% | 1.21% | -4.6% |
Q3 2023 | $3,177,130 | -5.4% | 50,041 | -0.7% | 1.26% | -3.9% |
Q2 2023 | $3,358,412 | +6.1% | 50,408 | -0.7% | 1.32% | -0.1% |
Q1 2023 | $3,163,845 | -0.4% | 50,784 | -3.5% | 1.32% | -8.9% |
Q4 2022 | $3,177,685 | +10.1% | 52,646 | -1.7% | 1.44% | -3.8% |
Q3 2022 | $2,887,000 | -16.4% | 53,557 | -11.2% | 1.50% | -3.7% |
Q2 2022 | $3,455,000 | -9.6% | 60,281 | +0.4% | 1.56% | +0.2% |
Q1 2022 | $3,823,000 | -8.6% | 60,049 | -5.5% | 1.56% | -19.3% |
Q4 2021 | $4,185,000 | +3.3% | 63,545 | -7.7% | 1.93% | -7.2% |
Q3 2021 | $4,051,000 | -9.9% | 68,851 | -8.6% | 2.08% | -10.1% |
Q2 2021 | $4,494,000 | -3.3% | 75,316 | -7.3% | 2.31% | -12.6% |
Q1 2021 | $4,648,000 | +7.0% | 81,271 | +1.0% | 2.64% | -2.4% |
Q4 2020 | $4,343,000 | +11.9% | 80,488 | +2.8% | 2.71% | +3.8% |
Q3 2020 | $3,882,000 | +8.5% | 78,306 | -0.5% | 2.61% | +1.4% |
Q2 2020 | $3,579,000 | +55.0% | 78,679 | +32.6% | 2.58% | +42.4% |
Q1 2020 | $2,309,000 | -9.0% | 59,347 | +13.4% | 1.81% | +20.5% |
Q4 2019 | $2,536,000 | +18.4% | 52,329 | +6.6% | 1.50% | +3.8% |
Q3 2019 | $2,142,000 | +17.7% | 49,076 | +18.8% | 1.45% | +17.4% |
Q2 2019 | $1,820,000 | +61.3% | 41,296 | +57.7% | 1.23% | +50.6% |
Q1 2019 | $1,128,000 | – | 26,192 | – | 0.82% | – |
Download |
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% |