WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 213 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $319,000 | +10.8% | 5,342 | +6.1% | 0.17% | +35.0% |
| Q1 2021 | $288,000 | +20.5% | 5,033 | +13.7% | 0.12% | +9.8% |
| Q4 2020 | $239,000 | +9.1% | 4,426 | +0.2% | 0.11% | 0.0% |
| Q3 2020 | $219,000 | +11.7% | 4,416 | +2.5% | 0.11% | +7.7% |
| Q2 2020 | $196,000 | +12.6% | 4,309 | -3.6% | 0.10% | -5.5% |
| Q1 2020 | $174,000 | -19.4% | 4,470 | +0.2% | 0.11% | +13.4% |
| Q4 2019 | $216,000 | +16.1% | 4,463 | +8.2% | 0.10% | +14.1% |
| Q3 2019 | $186,000 | -4.6% | 4,126 | -7.6% | 0.08% | -5.6% |
| Q2 2019 | $195,000 | +0.5% | 4,466 | -0.7% | 0.09% | +7.1% |
| Q1 2019 | $194,000 | +12.8% | 4,498 | +0.1% | 0.08% | +3.7% |
| Q4 2018 | $172,000 | -14.4% | 4,494 | -0.8% | 0.08% | +8.0% |
| Q3 2018 | $201,000 | +617.9% | 4,532 | +556.8% | 0.08% | +525.0% |
| Q2 2018 | $28,000 | 0.0% | 690 | 0.0% | 0.01% | +50.0% |
| Q1 2018 | $28,000 | -3.4% | 690 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $29,000 | – | 690 | – | 0.01% | – |
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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% |