WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 100 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $15,518,758 | +7.4% | 198,830 | +4.8% | 0.14% | +6.2% |
| Q1 2024 | $14,455,174 | +14.2% | 189,725 | +5.3% | 0.13% | +4.8% |
| Q4 2023 | $12,660,884 | +13.1% | 180,149 | +2.2% | 0.12% | +1.6% |
| Q3 2023 | $11,194,516 | +341.9% | 176,319 | +364.0% | 0.12% | +351.9% |
| Q2 2023 | $2,533,280 | +411.7% | 38,003 | +378.5% | 0.03% | +350.0% |
| Q1 2023 | $495,104 | +3200.7% | 7,942 | +1813.7% | 0.01% | – |
| Q2 2017 | $15,000 | +7.1% | 415 | 0.0% | 0.00% | – |
| Q1 2017 | $14,000 | +7.7% | 415 | 0.0% | 0.00% | – |
| Q4 2016 | $13,000 | -95.6% | 415 | -95.4% | 0.00% | -100.0% |
| Q3 2016 | $293,000 | -83.5% | 9,098 | -83.8% | 0.01% | -86.5% |
| Q2 2016 | $1,771,000 | +10.9% | 56,108 | +9.8% | 0.05% | +4.0% |
| Q1 2016 | $1,597,000 | +21.0% | 51,090 | +17.4% | 0.05% | +16.3% |
| Q4 2015 | $1,320,000 | +198.0% | 43,515 | +181.1% | 0.04% | +168.8% |
| Q3 2015 | $443,000 | +20.7% | 15,482 | +30.7% | 0.02% | +33.3% |
| Q2 2015 | $367,000 | +74.8% | 11,847 | +75.8% | 0.01% | +71.4% |
| Q1 2015 | $210,000 | – | 6,740 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 656,319 | $32,357,000 | 17.18% |
| Legacy Wealth Planning, LLC | 237,599 | $11,778,000 | 13.46% |
| Prestige Wealth Management Group LLC | 652,652 | $32,352,000 | 9.77% |
| TAIYO LIFE INSURANCE CO | 850,000 | $42,135,000 | 8.46% |
| Clearwater Capital Advisors, LLC | 1,023,438 | $50,732,000 | 7.98% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 185,245 | $9,183,000 | 6.04% |
| BEACON FINANCIAL GROUP | 609,072 | $30,192,000 | 5.40% |
| One Capital Management, LLC | 767,904 | $38,065,000 | 5.19% |
| Stratos Investment Management, LLC | 236,694 | $11,733,000 | 4.26% |
| RVW Wealth, LLC | 487,558 | $24,168,000 | 4.08% |