WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 204 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $38,665 | -15.3% | 609 | -11.1% | 0.00% | 0.0% |
| Q2 2023 | $45,662 | +83.1% | 685 | +71.2% | 0.00% | 0.0% |
| Q1 2023 | $24,936 | +3.3% | 400 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $24,144 | +9.7% | 400 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $22,000 | -4.3% | 400 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $23,000 | -8.0% | 400 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $25,000 | -3.8% | 400 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $26,000 | +8.3% | 400 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $24,000 | -64.2% | 400 | -64.3% | 0.00% | -66.7% |
| Q2 2021 | $67,000 | +4.7% | 1,119 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $64,000 | +6.7% | 1,119 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $60,000 | +9.1% | 1,119 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $55,000 | +7.8% | 1,119 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $51,000 | -22.7% | 1,119 | -34.1% | 0.00% | -50.0% |
| Q1 2020 | $66,000 | -21.4% | 1,699 | -2.5% | 0.01% | 0.0% |
| Q4 2019 | $84,000 | +9.1% | 1,743 | +1.7% | 0.01% | 0.0% |
| Q3 2019 | $77,000 | +37.5% | 1,714 | +32.8% | 0.01% | +20.0% |
| Q2 2019 | $56,000 | +229.4% | 1,291 | +222.8% | 0.01% | +400.0% |
| Q1 2019 | $17,000 | -66.7% | 400 | -69.7% | 0.00% | -80.0% |
| Q4 2018 | $51,000 | -93.8% | 1,321 | -92.9% | 0.01% | -94.0% |
| Q3 2018 | $826,000 | +6.9% | 18,632 | -1.1% | 0.08% | -2.3% |
| Q2 2018 | $773,000 | – | 18,843 | – | 0.09% | – |
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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% |