WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 255 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $19,617 | +9.0% | 325 | 0.0% | 0.01% | +25.0% |
| Q3 2022 | $18,000 | -5.3% | 325 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $19,000 | -9.5% | 325 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $21,000 | -19.2% | 325 | -18.8% | 0.00% | 0.0% |
| Q4 2021 | $26,000 | +8.3% | 400 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $24,000 | 0.0% | 400 | 0.0% | 0.00% | -20.0% |
| Q2 2021 | $24,000 | +4.3% | 400 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $23,000 | +4.5% | 400 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $22,000 | 0.0% | 400 | -11.1% | 0.01% | 0.0% |
| Q3 2020 | $22,000 | +10.0% | 450 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $20,000 | +11.1% | 450 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $18,000 | -18.2% | 450 | 0.0% | 0.01% | -16.7% |
| Q4 2019 | $22,000 | -31.2% | 450 | -35.7% | 0.01% | -33.3% |
| Q3 2019 | $32,000 | -53.6% | 700 | -55.6% | 0.01% | -52.6% |
| Q2 2019 | $69,000 | +1.5% | 1,575 | 0.0% | 0.02% | -5.0% |
| Q1 2019 | $68,000 | +13.3% | 1,575 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $60,000 | -14.3% | 1,575 | 0.0% | 0.02% | +11.1% |
| Q3 2018 | $70,000 | -32.0% | 1,575 | -37.0% | 0.02% | -37.9% |
| Q2 2018 | $103,000 | +2.0% | 2,500 | 0.0% | 0.03% | +3.6% |
| Q1 2018 | $101,000 | -2.9% | 2,500 | 0.0% | 0.03% | -3.4% |
| Q4 2017 | $104,000 | +9.5% | 2,500 | 0.0% | 0.03% | 0.0% |
| Q3 2017 | $95,000 | +3.3% | 2,500 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $92,000 | -25.8% | 2,500 | -28.6% | 0.03% | -25.6% |
| Q1 2017 | $124,000 | +6.9% | 3,500 | 0.0% | 0.04% | +2.6% |
| Q4 2016 | $116,000 | – | 3,500 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WIN ADVISORS, INC | 903,991 | $59,537,000 | 13.64% |
| Prestige Wealth Management Group LLC | 828,549 | $54,568,000 | 13.04% |
| Private Wealth Strategies, L.L.C. | 721,493 | $47,501,000 | 10.95% |
| Legacy Wealth Planning, LLC | 116,045 | $7,643,000 | 8.72% |
| Clearwater Capital Advisors, LLC | 1,172,309 | $77,208,000 | 8.52% |
| KB FINANCIAL PARTNERS, LLC | 433,059 | $28,521,000 | 8.19% |
| TAIYO LIFE INSURANCE CO | 850,000 | $55,981,000 | 7.98% |
| Astoria Portfolio Advisors LLC. | 131,391 | $8,653,000 | 6.86% |
| JD Financial Services Inc. | 119,513 | $7,871,000 | 6.49% |
| WEALTH MANAGEMENT RESOURCES, INC. | 138,585 | $9,127,000 | 5.88% |