WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 138 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $354,956 | -4.8% | 5,590 | 0.0% | 0.02% | -4.2% |
| Q2 2023 | $372,679 | +6.9% | 5,590 | 0.0% | 0.02% | +4.3% |
| Q1 2023 | $348,527 | +3.3% | 5,590 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $337,457 | +12.1% | 5,590 | 0.0% | 0.02% | +9.5% |
| Q3 2022 | $301,000 | -5.9% | 5,590 | 0.0% | 0.02% | -4.5% |
| Q2 2022 | $320,000 | -9.9% | 5,590 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $355,000 | -3.5% | 5,590 | 0.0% | 0.02% | -8.3% |
| Q4 2021 | $368,000 | +12.2% | 5,590 | 0.0% | 0.02% | +9.1% |
| Q3 2021 | $328,000 | -1.5% | 5,590 | 0.0% | 0.02% | -4.3% |
| Q2 2021 | $333,000 | +4.4% | 5,590 | 0.0% | 0.02% | +109.1% |
| Q1 2021 | $319,000 | +6.0% | 5,590 | 0.0% | 0.01% | -8.3% |
| Q4 2020 | $301,000 | -0.7% | 5,590 | -8.6% | 0.01% | -14.3% |
| Q3 2020 | $303,000 | +9.0% | 6,115 | 0.0% | 0.01% | +7.7% |
| Q2 2020 | $278,000 | +6.9% | 6,115 | -8.6% | 0.01% | -13.3% |
| Q1 2020 | $260,000 | -19.8% | 6,694 | 0.0% | 0.02% | -6.2% |
| Q4 2019 | $324,000 | +7.6% | 6,694 | -0.0% | 0.02% | +6.7% |
| Q3 2019 | $301,000 | +3.1% | 6,695 | +0.0% | 0.02% | 0.0% |
| Q2 2019 | $292,000 | +1.4% | 6,694 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $288,000 | -44.7% | 6,694 | -50.8% | 0.02% | -51.6% |
| Q4 2018 | $521,000 | -13.6% | 13,600 | -0.0% | 0.03% | -8.8% |
| Q3 2018 | $603,000 | +6.2% | 13,601 | -1.8% | 0.03% | +3.0% |
| Q2 2018 | $568,000 | +6.2% | 13,851 | +4.4% | 0.03% | -2.9% |
| Q1 2018 | $535,000 | -16.1% | 13,272 | -13.9% | 0.03% | -12.8% |
| Q4 2017 | $638,000 | +8.5% | 15,409 | 0.0% | 0.04% | +5.4% |
| Q3 2017 | $588,000 | -0.2% | 15,409 | -3.7% | 0.04% | -5.1% |
| Q2 2017 | $589,000 | – | 16,009 | – | 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% |