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 | $540,257 | -9.3% | 8,509 | -4.8% | 0.09% | -14.9% |
| Q2 2023 | $595,627 | +8.4% | 8,935 | +1.4% | 0.10% | -2.9% |
| Q1 2023 | $549,427 | +1.0% | 8,813 | -2.2% | 0.10% | -15.4% |
| Q4 2022 | $543,966 | +12.6% | 9,012 | +0.5% | 0.12% | +4.2% |
| Q3 2022 | $483,000 | -5.7% | 8,964 | +0.2% | 0.12% | -7.8% |
| Q2 2022 | $512,000 | -13.7% | 8,942 | -4.0% | 0.13% | +0.8% |
| Q1 2022 | $593,000 | +10.2% | 9,314 | +14.0% | 0.13% | -18.1% |
| Q4 2021 | $538,000 | +16.2% | 8,168 | +3.8% | 0.16% | +14.0% |
| Q3 2021 | $463,000 | +128.1% | 7,868 | +131.4% | 0.14% | +103.0% |
| Q2 2021 | $203,000 | -51.0% | 3,400 | -53.1% | 0.07% | -38.0% |
| Q1 2021 | $414,000 | +32.7% | 7,247 | +15.2% | 0.11% | +33.3% |
| Q3 2020 | $312,000 | – | 6,289 | – | 0.08% | – |
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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% |