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 ↓ |
|---|---|---|---|
| Prestige Wealth Management Group LLC | 891,008 | $51,064,000 | 13.85% |
| Aspire Capital Advisors LLC | 274,349 | $15,723,000 | 11.92% |
| Hamilton Capital, LLC | 3,160,451 | $181,125,000 | 11.42% |
| Private Wealth Strategies, L.L.C. | 677,235 | $38,822,000 | 10.81% |
| Spinnaker Investment Group, LLC | 461,119 | $26,427,000 | 10.77% |
| Legacy Wealth Planning, LLC | 127,146 | $7,287,000 | 10.45% |
| WADDELL & ASSOCIATES, LLC | 894,745 | $51,278,000 | 10.44% |
| KB FINANCIAL PARTNERS, LLC | 478,800 | $27,440,000 | 9.48% |
| AVAII WEALTH MANAGEMENT, LLC | 149,415 | $8,563,000 | 9.16% |
| Clearwater Capital Advisors, LLC | 1,126,857 | $64,580,000 | 8.82% |