WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 323 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 0.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $669,185 | -11.2% | 10,540 | -6.7% | 0.15% | -3.2% |
| Q2 2023 | $753,258 | +6.9% | 11,300 | 0.0% | 0.16% | +0.6% |
| Q1 2023 | $704,442 | -6.1% | 11,300 | -9.1% | 0.16% | -13.7% |
| Q4 2022 | $750,275 | +12.0% | 12,430 | 0.0% | 0.18% | 0.0% |
| Q3 2022 | $670,000 | -13.5% | 12,430 | -8.1% | 0.18% | -13.7% |
| Q2 2022 | $775,000 | -10.0% | 13,530 | 0.0% | 0.21% | +2.4% |
| Q1 2022 | $861,000 | -3.4% | 13,530 | 0.0% | 0.21% | -7.2% |
| Q4 2021 | $891,000 | +32.8% | 13,530 | 0.0% | 0.22% | -54.2% |
| Q3 2021 | $671,000 | -16.9% | 13,530 | 0.0% | 0.48% | +110.9% |
| Q2 2021 | $807,000 | +4.3% | 13,530 | 0.0% | 0.23% | -21.8% |
| Q1 2021 | $774,000 | +6.0% | 13,530 | 0.0% | 0.29% | -34.4% |
| Q4 2020 | $730,000 | +8.8% | 13,530 | 0.0% | 0.45% | -7.6% |
| Q3 2020 | $671,000 | +9.1% | 13,530 | 0.0% | 0.48% | -4.2% |
| Q2 2020 | $615,000 | +16.9% | 13,530 | 0.0% | 0.51% | -5.2% |
| Q1 2020 | $526,000 | -26.8% | 13,530 | -8.8% | 0.53% | -19.5% |
| Q4 2019 | $719,000 | – | 14,830 | – | 0.66% | – |
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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% |