WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 32 filers reported holding WISDOMTREE TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $277,000 | +2.2% | 4,649 | -2.0% | 0.02% | -5.6% |
| Q1 2021 | $271,000 | -98.2% | 4,743 | -98.3% | 0.02% | -98.3% |
| Q4 2020 | $15,210,000 | -0.4% | 281,881 | -8.5% | 1.07% | -10.8% |
| Q3 2020 | $15,275,000 | +2918.8% | 308,154 | +2671.9% | 1.20% | +2560.0% |
| Q2 2020 | $506,000 | -42.6% | 11,117 | -1.9% | 0.04% | +28.6% |
| Q1 2020 | $882,000 | +38.5% | 11,338 | -13.7% | 0.04% | -38.6% |
| Q4 2019 | $637,000 | +5.6% | 13,143 | -1.7% | 0.06% | -3.4% |
| Q3 2019 | $603,000 | +2.9% | 13,369 | -0.5% | 0.06% | 0.0% |
| Q2 2019 | $586,000 | +1.0% | 13,433 | -0.2% | 0.06% | -6.3% |
| Q1 2019 | $580,000 | +12.2% | 13,465 | -0.1% | 0.06% | -8.7% |
| Q4 2018 | $517,000 | -16.6% | 13,478 | -3.7% | 0.07% | +9.5% |
| Q3 2018 | $620,000 | +1.1% | 13,997 | -6.3% | 0.06% | -4.5% |
| Q2 2018 | $613,000 | +1.7% | 14,946 | +0.0% | 0.07% | 0.0% |
| Q1 2018 | $603,000 | -1.1% | 14,945 | +1.4% | 0.07% | -1.5% |
| Q4 2017 | $610,000 | +8.2% | 14,733 | -4.0% | 0.07% | -8.2% |
| Q3 2017 | $564,000 | 0.0% | 15,343 | 0.0% | 0.07% | +1.4% |
| Q2 2017 | $564,000 | -0.4% | 15,343 | -3.9% | 0.07% | -13.3% |
| Q1 2017 | $566,000 | -11.4% | 15,964 | -16.9% | 0.08% | -15.3% |
| Q4 2016 | $639,000 | +14.7% | 19,201 | +11.3% | 0.10% | +6.5% |
| Q3 2016 | $557,000 | +10.7% | 17,254 | +8.3% | 0.09% | +8.2% |
| Q2 2016 | $503,000 | +1.0% | 15,931 | 0.0% | 0.08% | -5.6% |
| Q1 2016 | $498,000 | +70.0% | 15,931 | +65.1% | 0.09% | +42.9% |
| Q4 2015 | $293,000 | -36.4% | 9,651 | -40.0% | 0.06% | -45.7% |
| Q3 2015 | $461,000 | -11.7% | 16,093 | -4.4% | 0.12% | -15.9% |
| Q2 2015 | $522,000 | -3.3% | 16,834 | -2.5% | 0.14% | -4.8% |
| Q1 2015 | $540,000 | -32.4% | 17,266 | -32.8% | 0.14% | -34.4% |
| Q4 2014 | $799,000 | +54.5% | 25,707 | +45.4% | 0.22% | +39.9% |
| Q3 2014 | $517,000 | +14.1% | 17,681 | +13.3% | 0.16% | +3.9% |
| Q2 2014 | $453,000 | +1.6% | 15,611 | -2.0% | 0.15% | -5.0% |
| Q1 2014 | $446,000 | -6.1% | 15,930 | -6.6% | 0.16% | -15.8% |
| Q4 2013 | $475,000 | – | 17,048 | – | 0.19% | – |
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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% |