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 | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $1,560,000 | +39.3% | 40,869 | +34.2% | 0.01% | +28.6% |
| Q2 2017 | $1,120,000 | +57.7% | 30,453 | +52.3% | 0.01% | +40.0% |
| Q1 2017 | $710,000 | +76.2% | 20,000 | +65.2% | 0.01% | +66.7% |
| Q4 2016 | $403,000 | -50.4% | 12,107 | -51.8% | 0.00% | -50.0% |
| Q3 2016 | $812,000 | +41.5% | 25,142 | +38.4% | 0.01% | +20.0% |
| Q2 2016 | $574,000 | -1.5% | 18,169 | -2.6% | 0.01% | 0.0% |
| Q1 2016 | $583,000 | +67.5% | 18,653 | +62.7% | 0.01% | +66.7% |
| Q4 2015 | $348,000 | -19.8% | 11,467 | -24.4% | 0.00% | -40.0% |
| Q3 2015 | $434,000 | -10.9% | 15,162 | -3.4% | 0.01% | 0.0% |
| Q2 2015 | $487,000 | +9.7% | 15,699 | +10.6% | 0.01% | 0.0% |
| Q1 2015 | $444,000 | – | 14,194 | – | 0.01% | – |
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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% |