WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 99 filers reported holding WISDOMTREE TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,674,419 | -4.8% | 89,375 | +0.0% | 0.52% | +0.6% |
| Q2 2023 | $5,957,538 | +6.9% | 89,372 | 0.0% | 0.52% | +2.2% |
| Q1 2023 | $5,571,451 | +2.8% | 89,372 | -0.4% | 0.51% | -2.5% |
| Q4 2022 | $5,418,698 | +11.9% | 89,773 | -0.1% | 0.52% | +4.6% |
| Q3 2022 | $4,844,000 | -5.9% | 89,851 | 0.0% | 0.50% | -2.0% |
| Q2 2022 | $5,149,000 | -10.0% | 89,851 | -0.0% | 0.51% | +4.7% |
| Q1 2022 | $5,721,000 | -3.4% | 89,861 | -0.0% | 0.49% | +3.8% |
| Q4 2021 | $5,921,000 | +11.5% | 89,896 | -0.4% | 0.47% | +0.9% |
| Q3 2021 | $5,309,000 | -1.5% | 90,231 | -0.1% | 0.46% | -0.4% |
| Q2 2021 | $5,389,000 | +8.3% | 90,306 | -2.1% | 0.47% | -4.3% |
| Q4 2020 | $4,978,000 | -19.3% | 92,245 | -25.9% | 0.49% | -26.9% |
| Q3 2020 | $6,168,000 | +8.1% | 124,439 | -0.8% | 0.67% | -0.7% |
| Q2 2020 | $5,704,000 | +16.5% | 125,387 | -0.4% | 0.67% | -5.9% |
| Q1 2020 | $4,898,000 | -21.2% | 125,880 | -1.9% | 0.72% | -3.1% |
| Q4 2019 | $6,218,000 | +7.7% | 128,277 | +0.2% | 0.74% | -0.3% |
| Q3 2019 | $5,771,000 | +3.6% | 127,980 | +0.3% | 0.74% | +2.9% |
| Q2 2019 | $5,569,000 | +1.9% | 127,585 | +0.5% | 0.72% | -3.0% |
| Q1 2019 | $5,466,000 | +10.5% | 126,928 | -1.6% | 0.74% | -3.8% |
| Q4 2018 | $4,945,000 | -13.2% | 129,000 | +0.4% | 0.77% | -0.1% |
| Q3 2018 | $5,698,000 | +8.1% | 128,525 | +0.0% | 0.77% | +1.4% |
| Q2 2018 | $5,270,000 | -49.3% | 128,499 | -50.1% | 0.76% | -4.9% |
| Q1 2018 | $10,392,000 | +95.4% | 257,506 | +100.6% | 0.80% | -1.4% |
| Q4 2017 | $5,319,000 | +7.7% | 128,383 | -0.8% | 0.81% | +7.4% |
| Q3 2017 | $4,940,000 | +75.9% | 129,459 | +69.6% | 0.75% | +61.8% |
| Q2 2017 | $2,808,000 | +2.9% | 76,337 | -0.8% | 0.47% | +13.7% |
| Q1 2017 | $2,729,000 | +4.0% | 76,928 | -2.5% | 0.41% | -5.5% |
| Q4 2016 | $2,624,000 | +16.9% | 78,874 | +13.5% | 0.43% | +13.0% |
| Q3 2016 | $2,244,000 | +169.4% | 69,490 | +163.5% | 0.38% | +156.0% |
| Q2 2016 | $833,000 | +1.7% | 26,373 | +0.7% | 0.15% | +7.9% |
| Q1 2016 | $819,000 | +3.1% | 26,183 | +0.1% | 0.14% | +1.5% |
| Q4 2015 | $794,000 | +3.3% | 26,157 | -2.7% | 0.14% | -1.4% |
| Q3 2015 | $769,000 | – | 26,878 | – | 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% |