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 2023 | $92,677,464 | +7.1% | 1,459,718 | +12.6% | 0.83% | +10.1% |
| Q2 2023 | $86,540,594 | +6.1% | 1,296,387 | -1.0% | 0.75% | -3.5% |
| Q1 2023 | $81,596,720 | +2378.3% | 1,308,898 | +0.3% | 0.78% | +369.3% |
| Q4 2022 | $3,292,483 | -94.7% | 1,304,738 | +14.1% | 0.17% | -76.6% |
| Q3 2022 | $61,650,000 | +2.0% | 1,143,573 | +8.5% | 0.71% | +31.5% |
| Q2 2022 | $60,418,000 | +2.4% | 1,054,235 | +13.8% | 0.54% | +19.2% |
| Q1 2022 | $58,998,000 | -1.6% | 926,621 | +1.8% | 0.45% | +0.4% |
| Q4 2021 | $59,972,000 | -0.9% | 910,608 | -11.5% | 0.45% | +16.9% |
| Q3 2021 | $60,540,000 | +17.2% | 1,028,903 | +18.9% | 0.38% | -14.6% |
| Q2 2021 | $51,644,000 | -1.7% | 865,485 | -5.8% | 0.45% | -10.0% |
| Q1 2021 | $52,522,000 | +11.1% | 918,376 | +4.8% | 0.50% | +1.6% |
| Q4 2020 | $47,285,000 | +45.2% | 876,292 | +33.2% | 0.49% | +16.5% |
| Q3 2020 | $32,563,000 | +27.0% | 657,733 | +16.7% | 0.42% | +18.8% |
| Q2 2020 | $25,647,000 | +30.0% | 563,795 | +11.2% | 0.36% | -1.7% |
| Q1 2020 | $19,736,000 | +9.6% | 507,228 | +36.5% | 0.36% | +29.3% |
| Q4 2019 | $18,011,000 | +32.5% | 371,601 | +23.3% | 0.28% | +32.7% |
| Q3 2019 | $13,597,000 | +10.8% | 301,268 | +7.2% | 0.21% | -5.0% |
| Q2 2019 | $12,269,000 | +26.9% | 281,071 | +25.2% | 0.22% | +16.2% |
| Q1 2019 | $9,667,000 | +37.9% | 224,501 | +22.8% | 0.19% | +13.0% |
| Q4 2018 | $7,008,000 | -10.0% | 182,823 | +4.1% | 0.17% | +5.6% |
| Q3 2018 | $7,788,000 | +182.4% | 175,672 | +161.6% | 0.16% | +255.6% |
| Q2 2018 | $2,758,000 | -55.9% | 67,144 | -56.7% | 0.04% | -81.6% |
| Q1 2018 | $6,261,000 | +67.8% | 155,120 | +76.4% | 0.24% | +55.1% |
| Q4 2017 | $3,732,000 | -50.4% | 87,928 | -55.0% | 0.16% | -15.1% |
| Q3 2017 | $7,526,000 | +5.4% | 195,475 | +0.8% | 0.19% | -3.6% |
| Q2 2017 | $7,140,000 | +17.9% | 194,018 | +13.0% | 0.19% | +14.2% |
| Q1 2017 | $6,055,000 | +9.2% | 171,632 | +4.3% | 0.17% | -7.1% |
| Q4 2016 | $5,543,000 | +9.2% | 164,596 | +4.0% | 0.18% | -12.1% |
| Q3 2016 | $5,074,000 | -3.1% | 158,314 | -4.3% | 0.21% | -1.9% |
| Q2 2016 | $5,234,000 | +3.4% | 165,486 | +2.2% | 0.21% | -13.9% |
| Q1 2016 | $5,063,000 | +40.3% | 161,913 | +36.1% | 0.24% | +41.6% |
| Q4 2015 | $3,609,000 | +63.7% | 118,926 | +54.3% | 0.17% | +43.0% |
| Q3 2015 | $2,205,000 | +114.7% | 77,061 | +132.8% | 0.12% | +146.9% |
| Q2 2015 | $1,027,000 | +22.7% | 33,105 | +23.8% | 0.05% | +2.1% |
| Q1 2015 | $837,000 | +143.3% | 26,742 | +141.7% | 0.05% | +118.2% |
| Q4 2014 | $344,000 | +286.5% | 11,062 | +263.3% | 0.02% | +266.7% |
| Q3 2014 | $89,000 | – | 3,045 | – | 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% |