WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 47 filers reported holding WISDOMTREE TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $10,000 | -9.1% | 190 | 0.0% | 0.01% | -16.7% |
| Q2 2022 | $11,000 | -8.3% | 190 | 0.0% | 0.01% | +20.0% |
| Q1 2022 | $12,000 | -7.7% | 190 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $13,000 | +18.2% | 190 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $11,000 | 0.0% | 190 | 0.0% | 0.01% | +66.7% |
| Q2 2021 | $11,000 | 0.0% | 190 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $11,000 | +10.0% | 190 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $10,000 | -61.5% | 190 | -63.1% | 0.00% | -66.7% |
| Q3 2020 | $26,000 | -39.5% | 515 | -45.2% | 0.01% | -40.0% |
| Q2 2020 | $43,000 | -70.1% | 939 | -74.5% | 0.02% | -74.6% |
| Q1 2020 | $144,000 | -91.8% | 3,689 | -89.8% | 0.06% | -88.7% |
| Q4 2019 | $1,757,000 | +4.8% | 36,256 | -2.5% | 0.52% | -1.5% |
| Q3 2019 | $1,677,000 | +1.2% | 37,200 | -2.0% | 0.53% | -1.5% |
| Q2 2019 | $1,657,000 | +4.3% | 37,965 | +2.9% | 0.54% | +2.9% |
| Q1 2019 | $1,589,000 | +10.3% | 36,890 | -1.9% | 0.52% | +5.2% |
| Q4 2018 | $1,441,000 | -10.2% | 37,590 | +3.9% | 0.50% | +12.0% |
| Q3 2018 | $1,604,000 | +6.7% | 36,173 | -1.3% | 0.44% | +2.3% |
| Q2 2018 | $1,503,000 | -5.4% | 36,659 | -6.9% | 0.43% | -7.3% |
| Q1 2018 | $1,589,000 | +46.2% | 39,361 | +50.0% | 0.47% | +35.0% |
| Q4 2017 | $1,087,000 | +30.6% | 26,244 | +20.4% | 0.35% | +24.0% |
| Q3 2017 | $832,000 | +7.9% | 21,801 | +4.0% | 0.28% | +4.5% |
| Q2 2017 | $771,000 | +3.8% | 20,970 | +0.1% | 0.27% | +1.5% |
| Q1 2017 | $743,000 | +8.6% | 20,941 | +1.9% | 0.26% | +2.3% |
| Q4 2016 | $684,000 | +3.2% | 20,552 | +0.1% | 0.26% | +3.2% |
| Q3 2016 | $663,000 | -3.9% | 20,530 | -6.1% | 0.25% | -7.1% |
| Q2 2016 | $690,000 | +1.0% | 21,855 | 0.0% | 0.27% | -0.4% |
| Q1 2016 | $683,000 | +3.0% | 21,855 | 0.0% | 0.27% | +5.1% |
| Q4 2015 | $663,000 | +11.2% | 21,855 | +4.9% | 0.26% | +6.2% |
| Q3 2015 | $596,000 | +1.4% | 20,825 | +10.7% | 0.24% | +29.6% |
| Q1 2015 | $588,000 | +31.0% | 18,805 | +30.1% | 0.19% | +29.2% |
| Q4 2014 | $449,000 | – | 14,455 | – | 0.14% | – |
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% |