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 | $98,285 | -4.2% | 1,548 | +0.6% | 0.00% | 0.0% |
| Q2 2023 | $102,590 | +6.9% | 1,539 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $95,941 | +269.0% | 1,539 | +237.5% | 0.00% | +300.0% |
| Q2 2022 | $26,000 | -10.3% | 456 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $29,000 | -72.1% | 456 | -71.1% | 0.00% | -50.0% |
| Q4 2021 | $104,000 | +57.6% | 1,576 | +40.7% | 0.00% | 0.0% |
| Q3 2021 | $66,000 | -1.5% | 1,120 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $67,000 | +4.7% | 1,120 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $64,000 | – | 1,120 | – | 0.00% | – |
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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% |