WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 184 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $380,268 | +11.8% | 6,300 | 0.0% | 0.09% | -2.1% |
| Q3 2022 | $340,000 | +23.6% | 6,300 | +31.2% | 0.10% | +41.2% |
| Q2 2022 | $275,000 | -10.1% | 4,800 | 0.0% | 0.07% | +4.6% |
| Q1 2022 | $306,000 | -3.2% | 4,800 | 0.0% | 0.06% | -1.5% |
| Q4 2021 | $316,000 | +12.1% | 4,800 | 0.0% | 0.07% | +6.5% |
| Q3 2021 | $282,000 | -1.4% | 4,800 | 0.0% | 0.06% | +1.6% |
| Q2 2021 | $286,000 | +4.0% | 4,800 | 0.0% | 0.06% | 0.0% |
| Q1 2021 | $275,000 | +6.2% | 4,800 | 0.0% | 0.06% | -14.1% |
| Q4 2020 | $259,000 | +8.8% | 4,800 | 0.0% | 0.07% | -5.3% |
| Q3 2020 | $238,000 | +9.2% | 4,800 | 0.0% | 0.08% | +2.7% |
| Q2 2020 | $218,000 | -7.6% | 4,800 | -20.9% | 0.07% | -15.1% |
| Q1 2020 | $236,000 | -19.7% | 6,070 | 0.0% | 0.09% | +14.7% |
| Q4 2019 | $294,000 | +7.3% | 6,070 | 0.0% | 0.08% | 0.0% |
| Q3 2019 | $274,000 | +3.4% | 6,070 | 0.0% | 0.08% | +2.7% |
| Q2 2019 | $265,000 | +1.5% | 6,070 | 0.0% | 0.07% | +1.4% |
| Q1 2019 | $261,000 | +3.2% | 6,070 | -8.0% | 0.07% | -7.7% |
| Q4 2018 | $253,000 | -14.8% | 6,595 | -1.7% | 0.08% | +2.6% |
| Q3 2018 | $297,000 | +8.0% | 6,710 | 0.0% | 0.08% | +2.7% |
| Q2 2018 | $275,000 | -6.8% | 6,710 | -8.2% | 0.07% | -6.3% |
| Q1 2018 | $295,000 | -15.2% | 7,310 | -13.1% | 0.08% | -16.0% |
| Q4 2017 | $348,000 | +8.4% | 8,410 | 0.0% | 0.09% | +2.2% |
| Q3 2017 | $321,000 | +11.8% | 8,410 | +7.7% | 0.09% | +7.0% |
| Q2 2017 | $287,000 | +10.8% | 7,810 | +6.8% | 0.09% | +7.5% |
| Q1 2017 | $259,000 | -24.7% | 7,310 | -29.3% | 0.08% | -30.4% |
| Q4 2016 | $344,000 | +3.9% | 10,335 | +0.9% | 0.12% | -5.7% |
| Q3 2016 | $331,000 | +2.5% | 10,240 | 0.0% | 0.12% | -2.4% |
| Q2 2016 | $323,000 | +2.9% | 10,240 | +2.0% | 0.12% | +3.3% |
| Q1 2016 | $314,000 | -3.7% | 10,040 | -6.5% | 0.12% | -2.4% |
| Q4 2015 | $326,000 | +6.5% | 10,740 | +0.4% | 0.12% | +0.8% |
| Q3 2015 | $306,000 | -8.7% | 10,700 | -1.0% | 0.12% | +6.0% |
| Q2 2015 | $335,000 | +4.7% | 10,805 | +5.7% | 0.12% | +7.4% |
| Q1 2015 | $320,000 | – | 10,225 | – | 0.11% | – |
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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% |