WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 32 filers reported holding WISDOMTREE TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $848,544 | +19.5% | 13,365 | +7.8% | 0.00% | – |
Q2 2022 | $710,000 | -68.8% | 12,396 | -65.3% | 0.00% | -100.0% |
Q1 2022 | $2,272,000 | +359.0% | 35,685 | +312.4% | 0.00% | – |
Q1 2021 | $495,000 | +35.2% | 8,654 | +17.3% | 0.00% | – |
Q3 2020 | $366,000 | +33.6% | 7,378 | +22.5% | 0.00% | – |
Q2 2020 | $274,000 | -79.3% | 6,022 | -78.0% | 0.00% | -100.0% |
Q4 2019 | $1,326,000 | -41.1% | 27,362 | -45.3% | 0.00% | -33.3% |
Q3 2019 | $2,253,000 | -30.0% | 49,985 | -32.2% | 0.00% | -40.0% |
Q2 2019 | $3,219,000 | -43.2% | 73,734 | -44.0% | 0.01% | -44.4% |
Q1 2019 | $5,669,000 | +121.5% | 131,646 | +97.2% | 0.01% | +80.0% |
Q4 2018 | $2,559,000 | +109.2% | 66,757 | +141.9% | 0.01% | +150.0% |
Q3 2018 | $1,223,000 | +37.0% | 27,598 | +26.8% | 0.00% | 0.0% |
Q2 2018 | $893,000 | -82.1% | 21,770 | -82.4% | 0.00% | -84.6% |
Q1 2018 | $4,993,000 | +44.1% | 123,718 | +48.0% | 0.01% | +30.0% |
Q4 2017 | $3,464,000 | -37.8% | 83,621 | -42.7% | 0.01% | -44.4% |
Q3 2017 | $5,573,000 | +25.0% | 146,030 | +20.5% | 0.02% | +12.5% |
Q2 2017 | $4,457,000 | +489.6% | 121,178 | +433.5% | 0.02% | +433.3% |
Q4 2016 | $756,000 | +73.4% | 22,715 | +68.3% | 0.00% | +50.0% |
Q3 2016 | $436,000 | +51.9% | 13,500 | +48.4% | 0.00% | +100.0% |
Q2 2016 | $287,000 | -87.8% | 9,100 | -87.9% | 0.00% | -92.3% |
Q1 2016 | $2,354,000 | +3.2% | 75,291 | +0.1% | 0.01% | -7.1% |
Q4 2015 | $2,281,000 | +74.1% | 75,188 | +64.2% | 0.01% | +75.0% |
Q3 2015 | $1,310,000 | +11.4% | 45,784 | +20.8% | 0.01% | 0.0% |
Q2 2015 | $1,176,000 | +147.1% | 37,896 | +149.1% | 0.01% | +100.0% |
Q1 2015 | $476,000 | -79.5% | 15,211 | -79.6% | 0.00% | -76.5% |
Q4 2014 | $2,317,000 | – | 74,534 | – | 0.02% | – |
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% |