WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 600 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $9,384,150 | +17.6% | 120,233 | +14.8% | 11.02% | +7.0% |
| Q1 2024 | $7,982,321 | +21.9% | 104,769 | +12.4% | 10.30% | +8.2% |
| Q4 2023 | $6,549,469 | +14.6% | 93,191 | +3.5% | 9.52% | +0.1% |
| Q3 2023 | $5,714,584 | +1.1% | 90,008 | +6.1% | 9.52% | +0.8% |
| Q2 2023 | $5,653,168 | +24.1% | 84,806 | +16.0% | 9.44% | +15.7% |
| Q1 2023 | $4,555,258 | +5.2% | 73,083 | +1.9% | 8.16% | -1.4% |
| Q4 2022 | $4,329,541 | +15.6% | 71,729 | +3.2% | 8.27% | +7.3% |
| Q3 2022 | $3,746,000 | -0.7% | 69,482 | +5.5% | 7.71% | +12.4% |
| Q2 2022 | $3,774,000 | +139.9% | 65,858 | +166.6% | 6.86% | +192.0% |
| Q1 2022 | $1,573,000 | – | 24,705 | – | 2.35% | – |
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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% |