WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 150 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $12,537,000 | +8.6% | 252,916 | -0.4% | 0.42% | -1.4% |
| Q2 2020 | $11,546,000 | +19.1% | 253,823 | +1.9% | 0.43% | +2.4% |
| Q1 2020 | $9,692,000 | +175.1% | 249,075 | +242.9% | 0.42% | +250.4% |
| Q4 2019 | $3,523,000 | +8.4% | 72,633 | +0.8% | 0.12% | +2.6% |
| Q3 2019 | $3,249,000 | +31.3% | 72,024 | +27.0% | 0.12% | +34.9% |
| Q2 2019 | $2,475,000 | +66.2% | 56,701 | +64.0% | 0.09% | +68.6% |
| Q1 2019 | $1,489,000 | +275.1% | 34,576 | +232.6% | 0.05% | +218.8% |
| Q4 2018 | $397,000 | -26.1% | 10,397 | -14.8% | 0.02% | -11.1% |
| Q3 2018 | $537,000 | -13.4% | 12,200 | -18.9% | 0.02% | -21.7% |
| Q2 2018 | $620,000 | -34.4% | 15,045 | -35.7% | 0.02% | -36.1% |
| Q1 2018 | $945,000 | +9.4% | 23,407 | +12.4% | 0.04% | +5.9% |
| Q4 2017 | $864,000 | +17.1% | 20,828 | +7.7% | 0.03% | +6.2% |
| Q3 2017 | $738,000 | +8.5% | 19,346 | +4.4% | 0.03% | +6.7% |
| Q2 2017 | $680,000 | +34.4% | 18,527 | +30.1% | 0.03% | +15.4% |
| Q1 2017 | $506,000 | +64.3% | 14,241 | +54.1% | 0.03% | +62.5% |
| Q4 2016 | $308,000 | +33.9% | 9,243 | +29.5% | 0.02% | +33.3% |
| Q3 2016 | $230,000 | – | 7,135 | – | 0.01% | – |
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% |