WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 57 filers reported holding WISDOMTREE TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2021 | $12,524,000 | -2.3% | 212,856 | -1.0% | 0.28% | -6.4% |
Q2 2021 | $12,825,000 | +2.1% | 214,939 | -2.1% | 0.30% | -8.0% |
Q1 2021 | $12,561,000 | +3.1% | 219,638 | -2.7% | 0.32% | -6.1% |
Q4 2020 | $12,185,000 | +4.7% | 225,814 | -3.9% | 0.35% | -13.3% |
Q3 2020 | $11,643,000 | +5.3% | 234,871 | -3.3% | 0.40% | -10.3% |
Q2 2020 | $11,054,000 | +3.1% | 242,991 | -11.8% | 0.44% | -26.7% |
Q1 2020 | $10,721,000 | -23.6% | 275,523 | -4.8% | 0.61% | -6.9% |
Q4 2019 | $14,035,000 | +4.2% | 289,553 | -3.1% | 0.65% | -6.1% |
Q3 2019 | $13,469,000 | +1.9% | 298,705 | -1.4% | 0.69% | -0.9% |
Q2 2019 | $13,223,000 | +6.3% | 302,925 | +4.9% | 0.70% | +8.2% |
Q1 2019 | $12,438,000 | +16.6% | 288,857 | +3.8% | 0.65% | +2.9% |
Q4 2018 | $10,664,000 | +9.5% | 278,222 | +26.7% | 0.63% | +7.2% |
Q3 2018 | $9,736,000 | +10.7% | 219,622 | +2.4% | 0.59% | -8.1% |
Q2 2018 | $8,798,000 | -4.5% | 214,536 | -6.0% | 0.64% | 0.0% |
Q1 2018 | $9,215,000 | +9.3% | 228,326 | +12.2% | 0.64% | +10.6% |
Q4 2017 | $8,433,000 | +9.2% | 203,558 | +0.6% | 0.58% | -5.2% |
Q3 2017 | $7,723,000 | +5.4% | 202,388 | +1.6% | 0.61% | -5.3% |
Q2 2017 | $7,326,000 | +4.9% | 199,198 | +1.2% | 0.64% | +6.8% |
Q1 2017 | $6,986,000 | +17.0% | 196,894 | +9.7% | 0.60% | +11.7% |
Q4 2016 | $5,971,000 | +7.1% | 179,458 | +4.0% | 0.54% | +5.7% |
Q3 2016 | $5,573,000 | +9.7% | 172,588 | +7.3% | 0.51% | +5.8% |
Q2 2016 | $5,080,000 | +5.7% | 160,869 | +4.7% | 0.48% | +1.9% |
Q1 2016 | $4,806,000 | +68.6% | 153,687 | +63.6% | 0.47% | +82.3% |
Q4 2015 | $2,850,000 | – | 93,920 | – | 0.26% | – |
Download |
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% |