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 2017 | $15,916,000 | +7.5% | 417,098 | +3.6% | 4.17% | +4.3% |
| Q2 2017 | $14,810,000 | +9.5% | 402,659 | +5.7% | 3.99% | +5.4% |
| Q1 2017 | $13,520,000 | +5.7% | 381,073 | -0.9% | 3.79% | +1.3% |
| Q4 2016 | $12,794,000 | -7.3% | 384,553 | -10.0% | 3.74% | -6.9% |
| Q3 2016 | $13,798,000 | +7.1% | 427,313 | +4.7% | 4.02% | +2.2% |
| Q2 2016 | $12,883,000 | +10.8% | 407,943 | +9.7% | 3.93% | +15.7% |
| Q1 2016 | $11,626,000 | +6.7% | 371,783 | +3.5% | 3.40% | +8.8% |
| Q4 2015 | $10,900,000 | +47.9% | 359,138 | +39.5% | 3.12% | +45.3% |
| Q3 2015 | $7,371,000 | -7.2% | 257,536 | +0.6% | 2.15% | +9.0% |
| Q2 2015 | $7,944,000 | +10.8% | 256,015 | +11.7% | 1.97% | +6.6% |
| Q1 2015 | $7,168,000 | +8.5% | 229,097 | +7.8% | 1.85% | +7.8% |
| Q4 2014 | $6,605,000 | +45.5% | 212,452 | +36.9% | 1.72% | +37.2% |
| Q3 2014 | $4,539,000 | +16.6% | 155,142 | +15.7% | 1.25% | +25.5% |
| Q2 2014 | $3,894,000 | -23.3% | 134,130 | -26.2% | 1.00% | -19.3% |
| Q1 2014 | $5,077,000 | +147.3% | 181,733 | +146.6% | 1.24% | +107.2% |
| Q4 2013 | $2,053,000 | +152.8% | 73,695 | +129.5% | 0.60% | +109.9% |
| Q3 2013 | $812,000 | – | 32,115 | – | 0.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 684,554 | $40,279,000 | 15.99% |
| Prestige Wealth Management Group LLC | 797,876 | $46,947,000 | 12.02% |
| Private Wealth Strategies, L.L.C. | 692,172 | $40,716,000 | 10.20% |
| Legacy Wealth Planning, LLC | 141,835 | $8,346,000 | 9.35% |
| KB FINANCIAL PARTNERS, LLC | 395,963 | $23,298,000 | 8.53% |
| Clearwater Capital Advisors, LLC | 1,166,158 | $68,617,000 | 7.95% |
| TAIYO LIFE INSURANCE CO | 850,000 | $50,014,000 | 7.89% |
| JD Financial Services Inc. | 104,678 | $6,159,000 | 5.62% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 182,640 | $10,747,000 | 5.41% |
| RVW Wealth, LLC | 592,622 | $35,000,000 | 4.21% |