WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 488 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $706,199 | +135.2% | 11,123 | +147.0% | 0.35% | +151.1% |
| Q2 2023 | $300,237 | -90.8% | 4,504 | -91.7% | 0.14% | -91.2% |
| Q4 2022 | $3,271,814 | +21.7% | 54,205 | +8.7% | 1.60% | +17.0% |
| Q3 2022 | $2,689,000 | -26.0% | 49,872 | -21.4% | 1.37% | -24.6% |
| Q2 2022 | $3,636,000 | -50.1% | 63,453 | -44.6% | 1.82% | -46.1% |
| Q1 2022 | $7,289,000 | +23.7% | 114,488 | +27.9% | 3.37% | +40.8% |
| Q4 2021 | $5,894,000 | -25.4% | 89,491 | -33.4% | 2.40% | -30.3% |
| Q3 2021 | $7,902,000 | +161.4% | 134,304 | +165.1% | 3.44% | +148.3% |
| Q2 2021 | $3,023,000 | +276.0% | 50,666 | +186.6% | 1.38% | +136.6% |
| Q2 2020 | $804,000 | +141.4% | 17,676 | +106.3% | 0.58% | +112.7% |
| Q1 2020 | $333,000 | -67.8% | 8,570 | -59.9% | 0.28% | -62.9% |
| Q4 2019 | $1,035,000 | +10.1% | 21,345 | +6.8% | 0.74% | +6.8% |
| Q3 2019 | $940,000 | -90.3% | 19,994 | -91.0% | 0.70% | -91.1% |
| Q2 2019 | $9,720,000 | – | 222,682 | – | 7.79% | – |
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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% |