WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 33 filers reported holding WISDOMTREE TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,846,762 | -7.7% | 76,339 | -3.1% | 0.13% | -6.5% |
| Q2 2023 | $5,251,508 | +0.4% | 78,781 | -6.1% | 0.14% | -6.8% |
| Q1 2023 | $5,231,627 | +60061.3% | 83,921 | -41.7% | 0.15% | -40.8% |
| Q4 2022 | $8,696 | -99.8% | 144,066 | +84.7% | 0.25% | +92.3% |
| Q3 2022 | $4,206,000 | -12.0% | 78,008 | -6.4% | 0.13% | -3.7% |
| Q2 2022 | $4,777,000 | -10.3% | 83,350 | -0.3% | 0.14% | +4.7% |
| Q1 2022 | $5,324,000 | -0.3% | 83,614 | +3.1% | 0.13% | +1.6% |
| Q4 2021 | $5,341,000 | +16.9% | 81,098 | +4.4% | 0.13% | +7.6% |
| Q3 2021 | $4,570,000 | -1.4% | 77,670 | +0.0% | 0.12% | -2.5% |
| Q2 2021 | $4,634,000 | +0.7% | 77,653 | -3.4% | 0.12% | -4.7% |
| Q1 2021 | $4,600,000 | -11.1% | 80,419 | -16.1% | 0.13% | -24.0% |
| Q4 2020 | $5,173,000 | +31.4% | 95,870 | +21.2% | 0.17% | +7.1% |
| Q3 2020 | $3,937,000 | +10.4% | 79,128 | +0.9% | 0.16% | +4.7% |
| Q2 2020 | $3,566,000 | +0.3% | 78,384 | -14.2% | 0.15% | -9.1% |
| Q1 2020 | $3,555,000 | -38.4% | 91,373 | -23.3% | 0.16% | -23.7% |
| Q4 2019 | $5,773,000 | +18.1% | 119,102 | +9.9% | 0.22% | +0.9% |
| Q3 2019 | $4,887,000 | +3.3% | 108,391 | +0.0% | 0.21% | +0.5% |
| Q2 2019 | $4,731,000 | -39.4% | 108,386 | -40.2% | 0.21% | -40.1% |
| Q1 2019 | $7,802,000 | -57.6% | 181,195 | -62.3% | 0.35% | -60.0% |
| Q4 2018 | $18,420,000 | +776.3% | 480,536 | +913.4% | 0.89% | +993.8% |
| Q3 2018 | $2,102,000 | +8.6% | 47,419 | +0.4% | 0.08% | -3.6% |
| Q2 2018 | $1,936,000 | +4.6% | 47,214 | +3.0% | 0.08% | +1.2% |
| Q1 2018 | $1,851,000 | -3.8% | 45,861 | -1.3% | 0.08% | -19.4% |
| Q4 2017 | $1,924,000 | +4.9% | 46,456 | -3.3% | 0.10% | -2.8% |
| Q3 2017 | $1,834,000 | +6.5% | 48,062 | +2.6% | 0.11% | -5.4% |
| Q2 2017 | $1,722,000 | +17.2% | 46,836 | +13.1% | 0.11% | +13.1% |
| Q1 2017 | $1,469,000 | +3.5% | 41,420 | -2.9% | 0.10% | -4.8% |
| Q4 2016 | $1,419,000 | +34.0% | 42,642 | +30.0% | 0.10% | -2.8% |
| Q3 2016 | $1,059,000 | +10.0% | 32,791 | +7.6% | 0.11% | -4.5% |
| Q2 2016 | $963,000 | -2.2% | 30,489 | -3.2% | 0.11% | -7.4% |
| Q1 2016 | $985,000 | +18.2% | 31,488 | +14.8% | 0.12% | +124.1% |
| Q4 2015 | $833,000 | +59.9% | 27,438 | +50.7% | 0.05% | -19.4% |
| Q3 2015 | $521,000 | -8.3% | 18,207 | -0.5% | 0.07% | 0.0% |
| Q2 2015 | $568,000 | +18.3% | 18,307 | – | 0.07% | +13.6% |
| Q1 2015 | $480,000 | – | 0 | – | 0.06% | – |
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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% |