WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 165 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $53,967 | -4.8% | 850,000 | 0.0% | 4.17% | -7.0% |
Q2 2023 | $56,661 | +6.9% | 850,000 | 0.0% | 4.48% | +3.4% |
Q1 2023 | $52,989 | +3.3% | 850,000 | 0.0% | 4.33% | -4.2% |
Q4 2022 | $51,306 | -99.9% | 850,000 | 0.0% | 4.52% | -16.2% |
Q3 2022 | $45,824,000 | -5.9% | 850,000 | 0.0% | 5.40% | -16.1% |
Q2 2022 | $48,714,000 | -10.0% | 850,000 | 0.0% | 6.43% | -20.6% |
Q1 2022 | $54,120,000 | -3.3% | 850,000 | 0.0% | 8.10% | +1.5% |
Q4 2021 | $55,981,000 | +11.9% | 850,000 | 0.0% | 7.98% | +1.1% |
Q3 2021 | $50,014,000 | -1.4% | 850,000 | 0.0% | 7.89% | -1.4% |
Q2 2021 | $50,720,000 | +4.3% | 850,000 | 0.0% | 8.01% | -3.1% |
Q1 2021 | $48,612,000 | +6.0% | 850,000 | 0.0% | 8.26% | -0.0% |
Q4 2020 | $45,866,000 | +8.9% | 850,000 | 0.0% | 8.26% | -2.3% |
Q3 2020 | $42,135,000 | +9.0% | 850,000 | 0.0% | 8.46% | +0.4% |
Q2 2020 | $38,667,000 | +16.9% | 850,000 | 0.0% | 8.43% | -10.5% |
Q1 2020 | $33,074,000 | -19.7% | 850,000 | 0.0% | 9.42% | -58.9% |
Q4 2019 | $41,200,000 | +7.5% | 850,000 | 0.0% | 22.92% | -0.2% |
Q3 2019 | $38,327,000 | +3.3% | 850,000 | 0.0% | 22.96% | +21.9% |
Q2 2019 | $37,103,000 | +1.4% | 850,000 | 0.0% | 18.84% | -1.2% |
Q1 2019 | $36,601,000 | +12.3% | 850,000 | 0.0% | 19.07% | -0.4% |
Q4 2018 | $32,581,000 | -13.5% | 850,000 | 0.0% | 19.15% | +0.6% |
Q3 2018 | $37,681,000 | +8.1% | 850,000 | 0.0% | 19.04% | +18.4% |
Q2 2018 | $34,859,000 | +1.6% | 850,000 | 0.0% | 16.09% | -3.1% |
Q1 2018 | $34,306,000 | – | 850,000 | – | 16.60% | – |
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% |