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 | $6,413,863 | +7.6% | 101,021 | +13.0% | 0.14% | +2.2% |
| Q2 2023 | $5,958,873 | +81.8% | 89,392 | +70.0% | 0.14% | +55.2% |
| Q1 2023 | $3,277,505 | +9.5% | 52,574 | +6.0% | 0.09% | +14.5% |
| Q4 2022 | $2,992,921 | -26.8% | 49,584 | -34.6% | 0.08% | -33.3% |
| Q3 2022 | $4,087,000 | +10.2% | 75,819 | +17.1% | 0.11% | +22.6% |
| Q2 2022 | $3,709,000 | -1.2% | 64,720 | +9.8% | 0.09% | +10.7% |
| Q1 2022 | $3,753,000 | -28.5% | 58,945 | -26.0% | 0.08% | -27.6% |
| Q4 2021 | $5,248,000 | -1.3% | 79,685 | -11.8% | 0.12% | -14.1% |
| Q3 2021 | $5,318,000 | -4.4% | 90,378 | -3.0% | 0.14% | -2.2% |
| Q2 2021 | $5,561,000 | +21.4% | 93,191 | +16.4% | 0.14% | +8.7% |
| Q1 2021 | $4,580,000 | +0.8% | 80,081 | -4.9% | 0.13% | -5.9% |
| Q4 2020 | $4,542,000 | +14.0% | 84,165 | +4.7% | 0.14% | +3.1% |
| Q3 2020 | $3,985,000 | -11.4% | 80,388 | -18.7% | 0.13% | -18.1% |
| Q2 2020 | $4,497,000 | +371.9% | 98,864 | +303.5% | 0.16% | +263.6% |
| Q1 2020 | $953,000 | +7.0% | 24,504 | +33.2% | 0.04% | +25.7% |
| Q4 2019 | $891,000 | +51.5% | 18,392 | +41.1% | 0.04% | +40.0% |
| Q3 2019 | $588,000 | +33.3% | 13,031 | +29.0% | 0.02% | +31.6% |
| Q2 2019 | $441,000 | +52.1% | 10,102 | +49.8% | 0.02% | +46.2% |
| Q1 2019 | $290,000 | +14.2% | 6,745 | +1.8% | 0.01% | 0.0% |
| Q4 2018 | $254,000 | -4.2% | 6,625 | +10.9% | 0.01% | +8.3% |
| Q3 2018 | $265,000 | – | 5,975 | +59650.0% | 0.01% | – |
| Q1 2018 | $0 | – | 10 | 0.0% | 0.00% | – |
| Q4 2017 | $0 | – | 10 | – | 0.00% | – |
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% |