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 | $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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 680,381 | $40,598,000 | 16.05% |
| Legacy Wealth Planning, LLC | 231,598 | $13,819,000 | 15.74% |
| Prestige Wealth Management Group LLC | 768,940 | $45,883,000 | 12.18% |
| Private Wealth Strategies, L.L.C. | 659,226 | $39,336,000 | 10.14% |
| Clearwater Capital Advisors, LLC | 1,183,240 | $70,604,000 | 8.22% |
| TAIYO LIFE INSURANCE CO | 850,000 | $50,720,000 | 8.01% |
| KB FINANCIAL PARTNERS, LLC | 336,263 | $20,065,000 | 7.58% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 191,789 | $11,444,000 | 5.78% |
| JD Financial Services Inc. | 101,722 | $6,070,000 | 5.63% |
| Stratos Investment Management, LLC | 295,403 | $17,627,000 | 4.85% |