WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 325 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $11,444,996 | +15.1% | 146,637 | +3.6% | 2.38% | -1.3% |
Q4 2023 | $9,945,837 | +87.5% | 141,517 | +69.4% | 2.42% | +63.4% |
Q3 2023 | $5,303,340 | +1423.1% | 83,530 | +1499.3% | 1.48% | +1408.2% |
Q2 2023 | $348,192 | -84.1% | 5,223 | -85.1% | 0.10% | -91.7% |
Q1 2023 | $2,188,259 | -35.7% | 35,102 | -34.3% | 1.18% | -30.9% |
Q1 2022 | $3,403,000 | +61.9% | 53,447 | +67.5% | 1.71% | +61.3% |
Q4 2021 | $2,102,000 | -63.5% | 31,911 | -67.4% | 1.06% | -54.7% |
Q3 2021 | $5,752,000 | -0.9% | 97,757 | +0.5% | 2.34% | +4.7% |
Q2 2021 | $5,804,000 | +60.4% | 97,266 | +53.7% | 2.24% | +8.4% |
Q1 2021 | $3,619,000 | +139.4% | 63,272 | +125.8% | 2.07% | +98.7% |
Q4 2020 | $1,512,000 | – | 28,024 | – | 1.04% | – |
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% |