WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 70 filers reported holding WISDOMTREE TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $2,678,000 | +8.9% | 40,685 | -1.1% | 0.21% | 0.0% |
Q3 2021 | $2,459,000 | -32.0% | 41,136 | -32.4% | 0.21% | -33.0% |
Q2 2021 | $3,616,000 | +0.6% | 60,811 | -3.3% | 0.32% | -6.5% |
Q1 2021 | $3,594,000 | +7.0% | 62,866 | +0.2% | 0.34% | -2.0% |
Q4 2020 | $3,360,000 | +4.5% | 62,719 | -3.3% | 0.34% | -6.0% |
Q3 2020 | $3,214,000 | +8.2% | 64,838 | -2.1% | 0.37% | -15.5% |
Q2 2020 | $2,970,000 | +23.8% | 66,244 | +9.0% | 0.43% | +31.6% |
Q1 2020 | $2,399,000 | -20.7% | 60,753 | -2.8% | 0.33% | +0.9% |
Q4 2019 | $3,026,000 | +7.5% | 62,523 | -0.3% | 0.33% | +1.9% |
Q3 2019 | $2,814,000 | -5.6% | 62,689 | -8.2% | 0.32% | -6.4% |
Q2 2019 | $2,981,000 | -6.9% | 68,289 | -8.2% | 0.34% | -9.3% |
Q1 2019 | $3,202,000 | -23.4% | 74,354 | -31.9% | 0.38% | -31.5% |
Q4 2018 | $4,182,000 | +49.7% | 109,104 | +73.1% | 0.55% | +69.2% |
Q3 2018 | $2,794,000 | +3.8% | 63,014 | -4.0% | 0.32% | -1.5% |
Q2 2018 | $2,693,000 | -9.2% | 65,667 | -10.7% | 0.33% | -9.1% |
Q1 2018 | $2,967,000 | -10.2% | 73,507 | -7.8% | 0.36% | -18.6% |
Q4 2017 | $3,304,000 | +10.6% | 79,728 | +1.8% | 0.45% | +9.0% |
Q3 2017 | $2,988,000 | +25.2% | 78,298 | +20.6% | 0.41% | +17.2% |
Q2 2017 | $2,387,000 | +3.7% | 64,898 | +0.0% | 0.35% | +10.4% |
Q1 2017 | $2,302,000 | +16.7% | 64,872 | +6.1% | 0.32% | +12.9% |
Q3 2016 | $1,973,000 | +4.4% | 61,117 | +2.1% | 0.28% | +1.8% |
Q2 2016 | $1,890,000 | -13.3% | 59,841 | -14.1% | 0.28% | -16.2% |
Q1 2016 | $2,179,000 | +7.5% | 69,671 | +4.3% | 0.33% | +6.5% |
Q4 2015 | $2,027,000 | +14.6% | 66,768 | +8.1% | 0.31% | +13.2% |
Q3 2015 | $1,768,000 | -3.8% | 61,776 | +4.3% | 0.27% | +3.8% |
Q2 2015 | $1,838,000 | -0.5% | 59,241 | +0.4% | 0.26% | +0.8% |
Q1 2015 | $1,847,000 | +6.3% | 59,016 | +5.6% | 0.26% | +14.0% |
Q4 2014 | $1,738,000 | +17.5% | 55,906 | +10.6% | 0.23% | +15.2% |
Q3 2014 | $1,479,000 | +4.4% | 50,541 | +3.5% | 0.20% | +6.5% |
Q2 2014 | $1,417,000 | +36.4% | 48,830 | +31.5% | 0.19% | +27.4% |
Q1 2014 | $1,039,000 | +16.9% | 37,147 | +16.4% | 0.15% | +12.3% |
Q4 2013 | $889,000 | – | 31,907 | – | 0.13% | – |
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% |