WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 87 filers reported holding WISDOMTREE TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $282,000 | +1.4% | 6,890 | 0.0% | 0.02% | -3.8% |
| Q1 2018 | $278,000 | -2.5% | 6,890 | 0.0% | 0.03% | -7.1% |
| Q4 2017 | $285,000 | +8.8% | 6,890 | 0.0% | 0.03% | 0.0% |
| Q3 2017 | $262,000 | +46.4% | 6,890 | +40.9% | 0.03% | +40.0% |
| Q2 2017 | $179,000 | +3.5% | 4,890 | 0.0% | 0.02% | -4.8% |
| Q1 2017 | $173,000 | +6.8% | 4,890 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $162,000 | – | 4,890 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prestige Wealth Management Group LLC | 891,008 | $51,064,000 | 13.85% |
| Aspire Capital Advisors LLC | 274,349 | $15,723,000 | 11.92% |
| Hamilton Capital, LLC | 3,160,451 | $181,125,000 | 11.42% |
| Private Wealth Strategies, L.L.C. | 677,235 | $38,822,000 | 10.81% |
| Spinnaker Investment Group, LLC | 461,119 | $26,427,000 | 10.77% |
| Legacy Wealth Planning, LLC | 127,146 | $7,287,000 | 10.45% |
| WADDELL & ASSOCIATES, LLC | 894,745 | $51,278,000 | 10.44% |
| KB FINANCIAL PARTNERS, LLC | 478,800 | $27,440,000 | 9.48% |
| AVAII WEALTH MANAGEMENT, LLC | 149,415 | $8,563,000 | 9.16% |
| Clearwater Capital Advisors, LLC | 1,126,857 | $64,580,000 | 8.82% |