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 | $1,496 | -8.6% | 23,566 | -4.0% | 0.02% | -4.3% |
| Q2 2023 | $1,636 | +8.7% | 24,538 | +1.6% | 0.02% | +4.5% |
| Q1 2023 | $1,505 | +3.3% | 24,144 | 0.0% | 0.02% | +4.8% |
| Q4 2022 | $1,457 | -99.9% | 24,144 | 0.0% | 0.02% | -8.7% |
| Q3 2022 | $1,302,000 | -5.9% | 24,144 | 0.0% | 0.02% | -4.2% |
| Q2 2022 | $1,384,000 | -9.9% | 24,144 | +0.1% | 0.02% | +4.3% |
| Q1 2022 | $1,536,000 | -3.1% | 24,123 | +0.2% | 0.02% | -17.9% |
| Q4 2021 | $1,585,000 | +8.6% | 24,071 | -2.9% | 0.03% | 0.0% |
| Q3 2021 | $1,459,000 | -1.2% | 24,799 | +0.3% | 0.03% | -3.4% |
| Q2 2021 | $1,476,000 | +4.7% | 24,733 | +0.3% | 0.03% | -3.3% |
| Q1 2021 | $1,410,000 | +6.2% | 24,661 | +0.2% | 0.03% | -3.2% |
| Q4 2020 | $1,328,000 | +9.3% | 24,603 | +0.4% | 0.03% | -3.1% |
| Q3 2020 | $1,215,000 | +9.2% | 24,516 | +0.2% | 0.03% | 0.0% |
| Q2 2020 | $1,113,000 | +17.4% | 24,463 | +0.4% | 0.03% | +3.2% |
| Q1 2020 | $948,000 | -19.5% | 24,376 | +0.3% | 0.03% | +3.3% |
| Q4 2019 | $1,178,000 | +7.9% | 24,303 | +0.3% | 0.03% | -14.3% |
| Q3 2019 | $1,092,000 | +3.7% | 24,223 | +0.4% | 0.04% | +6.1% |
| Q2 2019 | $1,053,000 | +11.3% | 24,120 | +9.8% | 0.03% | -17.5% |
| Q1 2019 | $946,000 | +12.6% | 21,969 | +0.2% | 0.04% | -2.4% |
| Q4 2018 | $840,000 | -12.2% | 21,926 | +1.5% | 0.04% | -14.6% |
| Q3 2018 | $957,000 | +27.9% | 21,596 | +18.3% | 0.05% | +23.1% |
| Q2 2018 | $748,000 | +1.9% | 18,251 | +0.3% | 0.04% | -2.5% |
| Q1 2018 | $734,000 | -2.4% | 18,195 | +0.2% | 0.04% | -14.9% |
| Q4 2017 | $752,000 | +8.5% | 18,150 | 0.0% | 0.05% | 0.0% |
| Q3 2017 | $693,000 | -0.4% | 18,150 | -4.0% | 0.05% | -6.0% |
| Q2 2017 | $696,000 | -8.8% | 18,912 | -12.1% | 0.05% | -30.6% |
| Q1 2017 | $763,000 | +24.9% | 21,505 | +17.1% | 0.07% | +9.1% |
| Q4 2016 | $611,000 | – | 18,360 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 684,554 | $40,279,000 | 15.99% |
| Prestige Wealth Management Group LLC | 797,876 | $46,947,000 | 12.02% |
| Private Wealth Strategies, L.L.C. | 692,172 | $40,716,000 | 10.20% |
| Legacy Wealth Planning, LLC | 141,835 | $8,346,000 | 9.35% |
| KB FINANCIAL PARTNERS, LLC | 395,963 | $23,298,000 | 8.53% |
| Clearwater Capital Advisors, LLC | 1,166,158 | $68,617,000 | 7.95% |
| TAIYO LIFE INSURANCE CO | 850,000 | $50,014,000 | 7.89% |
| JD Financial Services Inc. | 104,678 | $6,159,000 | 5.62% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 182,640 | $10,747,000 | 5.41% |
| RVW Wealth, LLC | 592,622 | $35,000,000 | 4.21% |