WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 250 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is 113.39 and the average weighting 0.7%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 680,381 | $40,598,000 | 16.05% |
| Legacy Wealth Planning, LLC | 231,598 | $13,819,000 | 15.74% |
| Prestige Wealth Management Group LLC | 768,940 | $45,883,000 | 12.18% |
| Private Wealth Strategies, L.L.C. | 659,226 | $39,336,000 | 10.14% |
| Clearwater Capital Advisors, LLC | 1,183,240 | $70,604,000 | 8.22% |
| TAIYO LIFE INSURANCE CO | 850,000 | $50,720,000 | 8.01% |
| KB FINANCIAL PARTNERS, LLC | 336,263 | $20,065,000 | 7.58% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 191,789 | $11,444,000 | 5.78% |
| JD Financial Services Inc. | 101,722 | $6,070,000 | 5.63% |
| Stratos Investment Management, LLC | 295,403 | $17,627,000 | 4.85% |