WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 138 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,239,550 | +45.2% | 35,261 | +52.4% | 0.09% | +47.5% |
Q2 2023 | $1,542,647 | +43.4% | 23,135 | +34.2% | 0.06% | +34.1% |
Q1 2023 | $1,075,531 | +4.8% | 17,243 | +1.4% | 0.04% | -13.7% |
Q4 2022 | $1,025,975 | +25.4% | 16,997 | +12.1% | 0.05% | +18.6% |
Q3 2022 | $818,000 | -3.8% | 15,156 | +2.3% | 0.04% | 0.0% |
Q2 2022 | $850,000 | -5.6% | 14,822 | +4.9% | 0.04% | +13.2% |
Q1 2022 | $900,000 | -3.1% | 14,126 | +0.2% | 0.04% | -5.0% |
Q4 2021 | $929,000 | +12.2% | 14,100 | +0.3% | 0.04% | -2.4% |
Q3 2021 | $828,000 | -1.8% | 14,056 | -0.4% | 0.04% | -2.4% |
Q2 2021 | $843,000 | +4.6% | 14,118 | +0.3% | 0.04% | -12.5% |
Q1 2021 | $806,000 | +38.0% | 14,078 | +30.2% | 0.05% | +20.0% |
Q4 2020 | $584,000 | +2820.0% | 10,809 | +2536.3% | 0.04% | +400.0% |
Q3 2020 | $20,000 | -95.9% | 410 | -96.2% | 0.01% | -81.4% |
Q2 2020 | $489,000 | +17.5% | 10,739 | +0.4% | 0.04% | -2.3% |
Q1 2020 | $416,000 | -19.4% | 10,691 | +0.4% | 0.04% | +10.0% |
Q4 2019 | $516,000 | +15.7% | 10,652 | +7.7% | 0.04% | -13.0% |
Q3 2019 | $446,000 | +3.7% | 9,893 | +0.4% | 0.05% | -4.2% |
Q2 2019 | $430,000 | +1.7% | 9,851 | +2.6% | 0.05% | -65.5% |
Q1 2019 | $423,000 | +15.3% | 9,603 | +0.4% | 0.14% | +87.8% |
Q4 2018 | $367,000 | -2.4% | 9,565 | +4.3% | 0.07% | +5.7% |
Q3 2018 | $376,000 | -3.1% | 9,173 | -3.2% | 0.07% | +32.1% |
Q2 2018 | $388,000 | 0.0% | 9,472 | -1.5% | 0.05% | -1.9% |
Q1 2018 | $388,000 | +67.2% | 9,616 | +71.5% | 0.05% | +54.3% |
Q4 2017 | $232,000 | – | 5,608 | – | 0.04% | – |
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% |