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 | $49,718 | +2.4% | 637 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $48,533 | +77.3% | 637 | +63.8% | 0.00% | – |
| Q4 2023 | $27,370 | +122.2% | 389 | +100.5% | 0.00% | – |
| Q3 2023 | $12,317 | -4.8% | 194 | 0.0% | 0.00% | – |
| Q2 2023 | $12,932 | +6.9% | 194 | 0.0% | 0.00% | – |
| Q1 2023 | $12,094 | +3.3% | 194 | 0.0% | 0.00% | – |
| Q4 2022 | $11,710 | +12.0% | 194 | 0.0% | 0.00% | – |
| Q3 2022 | $10,459 | -5.9% | 194 | 0.0% | 0.00% | – |
| Q2 2022 | $11,118 | -10.0% | 194 | 0.0% | 0.00% | – |
| Q1 2022 | $12,352 | +54.1% | 194 | -5.8% | 0.00% | – |
| Q1 2020 | $8,015 | – | 206 | – | 0.00% | – |
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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% |