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 | $4,556,837 | -9.8% | 71,772 | -5.3% | 0.48% | -7.0% |
| Q2 2023 | $5,049,498 | +643.8% | 75,750 | +627.9% | 0.51% | +1252.6% |
| Q1 2023 | $678,865 | -5.8% | 10,406 | -12.9% | 0.04% | +18.8% |
| Q4 2022 | $720,869 | +197.9% | 11,943 | +166.1% | 0.03% | +128.6% |
| Q3 2022 | $242,000 | +14.7% | 4,488 | +23.2% | 0.01% | -26.3% |
| Q2 2022 | $211,000 | -71.6% | 3,644 | -68.8% | 0.02% | -54.8% |
| Q1 2022 | $743,000 | +197.2% | 11,669 | +207.6% | 0.04% | +100.0% |
| Q4 2021 | $250,000 | -96.4% | 3,794 | -96.9% | 0.02% | -96.2% |
| Q1 2021 | $6,970,000 | +3385.0% | 121,866 | +3181.3% | 0.56% | +2994.4% |
| Q4 2020 | $200,000 | – | 3,714 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 680,381 | $40,598,000 | 16.05% |
| Legacy Wealth Planning, LLC | 231,598 | $13,819,000 | 15.74% |
| Prestige Wealth Management Group LLC | 768,940 | $45,883,000 | 12.18% |
| Private Wealth Strategies, L.L.C. | 659,226 | $39,336,000 | 10.14% |
| Clearwater Capital Advisors, LLC | 1,183,240 | $70,604,000 | 8.22% |
| TAIYO LIFE INSURANCE CO | 850,000 | $50,720,000 | 8.01% |
| KB FINANCIAL PARTNERS, LLC | 336,263 | $20,065,000 | 7.58% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 191,789 | $11,444,000 | 5.78% |
| JD Financial Services Inc. | 101,722 | $6,070,000 | 5.63% |
| Stratos Investment Management, LLC | 295,403 | $17,627,000 | 4.85% |