WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 250 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is 113.39 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,426,969 | -2.8% | 38,226 | +2.0% | 0.00% | 0.0% |
| Q2 2023 | $2,497,217 | +20.0% | 37,462 | +12.2% | 0.00% | 0.0% |
| Q1 2023 | $2,081,283 | +3.3% | 33,386 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $2,015,179 | +12.0% | 33,386 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $1,800,000 | -4.9% | 33,386 | +1.1% | 0.00% | 0.0% |
| Q2 2022 | $1,893,000 | -10.0% | 33,036 | 0.0% | 0.00% | +33.3% |
| Q1 2022 | $2,103,000 | -5.5% | 33,036 | -2.3% | 0.00% | 0.0% |
| Q4 2021 | $2,226,000 | +11.9% | 33,797 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $1,989,000 | -1.4% | 33,797 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $2,017,000 | +22.5% | 33,797 | +17.5% | 0.00% | 0.0% |
| Q1 2021 | $1,646,000 | +6.0% | 28,775 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $1,553,000 | +3.5% | 28,775 | -5.0% | 0.00% | 0.0% |
| Q3 2020 | $1,501,000 | +54.9% | 30,275 | +42.1% | 0.00% | +50.0% |
| Q2 2020 | $969,000 | +27.8% | 21,308 | +9.4% | 0.00% | 0.0% |
| Q1 2020 | $758,000 | -21.9% | 19,483 | -2.8% | 0.00% | 0.0% |
| Q4 2019 | $971,000 | +7.4% | 20,041 | 0.0% | 0.00% | -33.3% |
| Q3 2019 | $904,000 | +5.0% | 20,041 | +1.6% | 0.00% | +50.0% |
| Q2 2019 | $861,000 | +1.4% | 19,725 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $849,000 | +14.0% | 19,725 | +1.5% | 0.00% | -33.3% |
| Q4 2018 | $745,000 | +22.7% | 19,442 | +42.0% | 0.00% | +50.0% |
| Q3 2018 | $607,000 | -1.1% | 13,692 | -8.5% | 0.00% | 0.0% |
| Q2 2018 | $614,000 | +0.8% | 14,964 | -0.8% | 0.00% | 0.0% |
| Q1 2018 | $609,000 | -2.6% | 15,083 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $625,000 | +30.2% | 15,083 | +19.9% | 0.00% | 0.0% |
| Q3 2017 | $480,000 | -5.7% | 12,583 | -9.0% | 0.00% | 0.0% |
| Q2 2017 | $509,000 | – | 13,826 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 680,381 | $40,598,000 | 16.05% |
| Legacy Wealth Planning, LLC | 231,598 | $13,819,000 | 15.74% |
| Prestige Wealth Management Group LLC | 768,940 | $45,883,000 | 12.18% |
| Private Wealth Strategies, L.L.C. | 659,226 | $39,336,000 | 10.14% |
| Clearwater Capital Advisors, LLC | 1,183,240 | $70,604,000 | 8.22% |
| TAIYO LIFE INSURANCE CO | 850,000 | $50,720,000 | 8.01% |
| KB FINANCIAL PARTNERS, LLC | 336,263 | $20,065,000 | 7.58% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 191,789 | $11,444,000 | 5.78% |
| JD Financial Services Inc. | 101,722 | $6,070,000 | 5.63% |
| Stratos Investment Management, LLC | 295,403 | $17,627,000 | 4.85% |