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 | $588,108 | -8.3% | 9,263 | -12.8% | 0.42% | -12.7% |
| Q4 2022 | $641,144 | +4.3% | 10,622 | -6.9% | 0.49% | 0.0% |
| Q3 2022 | $615,000 | -4.5% | 11,409 | +1.5% | 0.49% | -1.2% |
| Q2 2022 | $644,000 | -80.0% | 11,236 | -77.7% | 0.49% | -78.4% |
| Q1 2022 | $3,214,000 | +23.1% | 50,479 | +27.4% | 2.29% | +25.2% |
| Q4 2021 | $2,610,000 | -15.6% | 39,633 | -24.6% | 1.83% | -21.1% |
| Q3 2021 | $3,093,000 | +516.1% | 52,563 | +525.2% | 2.32% | +514.6% |
| Q2 2021 | $502,000 | – | 8,408 | – | 0.38% | – |
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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% |