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 | $30,125,434 | -6.4% | 474,491 | -1.7% | 0.30% | -8.1% |
| Q2 2023 | $32,173,716 | +9.4% | 482,654 | +2.3% | 0.32% | +0.9% |
| Q1 2023 | $29,399,456 | -3.8% | 471,599 | -6.8% | 0.32% | +17.3% |
| Q4 2022 | $30,557,310 | -99.9% | 506,251 | -47.0% | 0.27% | -1.4% |
| Q3 2022 | $25,794,769,000 | +84611.9% | 956,012 | +79.9% | 0.28% | -11.8% |
| Q2 2022 | $30,450,000 | -28.2% | 531,321 | -20.2% | 0.31% | -29.0% |
| Q1 2022 | $42,389,000 | +5.8% | 665,755 | +9.4% | 0.44% | +8.6% |
| Q4 2021 | $40,083,000 | +28.1% | 608,604 | +14.5% | 0.41% | +29.7% |
| Q3 2021 | $31,280,000 | +0.8% | 531,617 | +2.3% | 0.31% | -11.1% |
| Q2 2021 | $31,022,000 | +7.9% | 519,888 | +3.4% | 0.35% | -3.6% |
| Q1 2021 | $28,755,000 | -7.9% | 502,793 | -13.8% | 0.36% | +0.8% |
| Q4 2020 | $31,230,000 | -99.8% | 583,081 | +67.7% | 0.36% | +12.8% |
| Q3 2020 | $17,184,000,000 | – | 347,635 | – | 0.32% | – |
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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% |