WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 165 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $42,069 | +0.5% | 627,519 | -1.1% | 5.97% | +5.2% |
| Q2 2023 | $41,846 | +4.9% | 634,314 | -0.7% | 5.67% | +1.9% |
| Q1 2023 | $39,889 | +0.6% | 638,736 | -2.8% | 5.57% | +2.8% |
| Q4 2022 | $39,668 | -99.9% | 657,197 | +16.9% | 5.41% | -0.9% |
| Q3 2022 | $35,138,000 | +7.7% | 562,253 | +0.0% | 5.46% | +12.5% |
| Q2 2022 | $32,620,000 | -7.3% | 562,028 | +2.8% | 4.85% | +3.6% |
| Q1 2022 | $35,175,000 | -1.1% | 546,882 | +1.3% | 4.69% | +1.4% |
| Q4 2021 | $35,557,000 | +15.7% | 539,811 | +6.0% | 4.62% | +12.1% |
| Q3 2021 | $30,733,000 | 0.0% | 509,282 | +0.2% | 4.12% | -5.3% |
| Q2 2021 | $30,733,000 | -6.4% | 508,157 | -15.5% | 4.35% | -15.3% |
| Q1 2021 | $32,823,000 | 0.0% | 601,272 | 0.0% | 5.14% | 0.0% |
| Q4 2020 | $32,823,000 | +8.7% | 601,272 | -1.3% | 5.14% | -4.9% |
| Q3 2020 | $30,192,000 | +8.6% | 609,072 | -1.8% | 5.40% | +0.8% |
| Q2 2020 | $27,799,000 | -63.1% | 620,107 | -63.8% | 5.36% | -11.0% |
| Q1 2020 | $75,375,000 | +80.6% | 1,712,692 | +98.9% | 6.02% | +15.0% |
| Q4 2019 | $41,735,000 | +6.5% | 861,058 | -1.4% | 5.23% | -21.7% |
| Q3 2019 | $39,205,000 | -8.9% | 873,356 | -11.4% | 6.68% | -9.0% |
| Q2 2019 | $43,042,000 | +1.5% | 986,080 | +0.1% | 7.34% | +5.7% |
| Q1 2019 | $42,417,000 | +1.5% | 985,058 | -10.5% | 6.94% | -11.4% |
| Q4 2018 | $41,807,000 | -4.3% | 1,100,463 | +11.6% | 7.84% | +6.3% |
| Q3 2018 | $43,708,000 | +17.0% | 985,963 | +8.3% | 7.38% | +16.8% |
| Q2 2018 | $37,352,000 | +2.8% | 910,790 | +1.1% | 6.31% | +1.9% |
| Q1 2018 | $36,348,000 | +126.0% | 900,583 | +132.0% | 6.20% | +121.3% |
| Q4 2017 | $16,084,000 | – | 388,232 | – | 2.80% | – |
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% |