WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 150 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,220,278 | -100.0% | 19,220 | -84.7% | 0.26% | -84.4% |
| Q4 2020 | $6,796,586,000 | -24.3% | 125,956 | -30.5% | 1.64% | -32.8% |
| Q3 2020 | $8,979,606,000 | +9.7% | 181,150 | +0.7% | 2.44% | -0.4% |
| Q2 2020 | $8,186,699,000 | -3.4% | 179,967 | -17.4% | 2.45% | -20.0% |
| Q1 2020 | $8,475,263,000 | -22.4% | 217,817 | -3.3% | 3.07% | -11.1% |
| Q4 2019 | $10,915,098,000 | +13.2% | 225,193 | +5.3% | 3.45% | +4.5% |
| Q3 2019 | $9,640,122,000 | +3.2% | 213,797 | -0.1% | 3.30% | +0.9% |
| Q2 2019 | $9,342,536,000 | +3.2% | 214,033 | +1.8% | 3.27% | -4.8% |
| Q1 2019 | $9,054,972,000 | +19.8% | 210,287 | +6.6% | 3.44% | +5.6% |
| Q4 2018 | $7,559,435,000 | -20.5% | 197,220 | -8.0% | 3.26% | -7.8% |
| Q3 2018 | $9,505,730,000 | +8.2% | 214,431 | +0.1% | 3.53% | +0.5% |
| Q2 2018 | $8,786,524,000 | +3.2% | 214,253 | +1.6% | 3.52% | +2.5% |
| Q1 2018 | $8,510,390,000 | -2.4% | 210,862 | +0.2% | 3.43% | -1.5% |
| Q4 2017 | $8,715,505,000 | – | 210,367 | – | 3.48% | – |
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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% |