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 | $209 | -17.1% | 3,287 | -13.1% | 0.00% | 0.0% |
| Q2 2023 | $252 | -53.8% | 3,783 | -56.8% | 0.00% | -50.0% |
| Q1 2023 | $546 | +6.6% | 8,755 | +3.2% | 0.00% | 0.0% |
| Q4 2022 | $512 | -99.8% | 8,480 | +90.1% | 0.00% | +100.0% |
| Q2 2022 | $256,000 | -9.9% | 4,460 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $284,000 | -3.4% | 4,460 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $294,000 | -9.3% | 4,460 | -19.1% | 0.00% | 0.0% |
| Q3 2021 | $324,000 | -0.9% | 5,510 | +0.5% | 0.00% | 0.0% |
| Q2 2021 | $327,000 | +4.5% | 5,480 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $313,000 | +15.5% | 5,480 | +9.0% | 0.00% | 0.0% |
| Q4 2020 | $271,000 | +8.8% | 5,026 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $249,000 | +8.7% | 5,026 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $229,000 | -10.5% | 5,026 | -23.6% | 0.00% | 0.0% |
| Q1 2020 | $256,000 | +13.8% | 6,576 | +42.0% | 0.00% | 0.0% |
| Q4 2019 | $225,000 | – | 4,632 | – | 0.00% | – |
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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% |