WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 68 filers reported holding WISDOMTREE TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $14,268,000 | +20.6% | 295,252 | +12.5% | 0.09% | +9.8% |
| Q3 2019 | $11,835,000 | +117.4% | 262,465 | +110.6% | 0.08% | +110.3% |
| Q2 2019 | $5,445,000 | +56.6% | 124,635 | +54.5% | 0.04% | +44.4% |
| Q1 2019 | $3,478,000 | -22.8% | 80,666 | -31.3% | 0.03% | -34.1% |
| Q4 2018 | $4,503,000 | +11.9% | 117,462 | +29.4% | 0.04% | +20.6% |
| Q3 2018 | $4,024,000 | +50.5% | 90,774 | +37.0% | 0.03% | +36.0% |
| Q2 2018 | $2,674,000 | 0.0% | 66,251 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $2,674,000 | +260.4% | 66,251 | +270.1% | 0.02% | +257.1% |
| Q4 2017 | $742,000 | +19.5% | 17,903 | +9.9% | 0.01% | 0.0% |
| Q3 2017 | $621,000 | +21.5% | 16,291 | +17.5% | 0.01% | +16.7% |
| Q2 2017 | $511,000 | +31.4% | 13,866 | +26.6% | 0.01% | +20.0% |
| Q1 2017 | $389,000 | +131.5% | 10,951 | +117.8% | 0.01% | +150.0% |
| Q4 2016 | $168,000 | +52.7% | 5,028 | +47.8% | 0.00% | 0.0% |
| Q3 2016 | $110,000 | -17.9% | 3,402 | -19.8% | 0.00% | 0.0% |
| Q2 2016 | $134,000 | -29.1% | 4,241 | -29.7% | 0.00% | -33.3% |
| Q1 2016 | $189,000 | +2.2% | 6,036 | -1.3% | 0.00% | 0.0% |
| Q4 2015 | $185,000 | -7.0% | 6,113 | -12.2% | 0.00% | -25.0% |
| Q3 2015 | $199,000 | +6.4% | 6,965 | +15.9% | 0.00% | +33.3% |
| Q2 2015 | $187,000 | -43.3% | 6,012 | -43.3% | 0.00% | -50.0% |
| Q1 2015 | $330,000 | +0.3% | 10,597 | 0.0% | 0.01% | -14.3% |
| Q4 2014 | $329,000 | – | 10,597 | – | 0.01% | – |
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% |