WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 214 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2020 | $182,000 | +9.0% | 3,670 | 0.0% | 0.01% | -16.7% |
Q2 2020 | $167,000 | +16.8% | 3,670 | 0.0% | 0.01% | 0.0% |
Q1 2020 | $143,000 | -19.7% | 3,670 | 0.0% | 0.01% | -14.3% |
Q4 2019 | $178,000 | +7.9% | 3,670 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $165,000 | +3.1% | 3,670 | 0.0% | 0.01% | +16.7% |
Q2 2019 | $160,000 | +1.3% | 3,670 | 0.0% | 0.01% | -14.3% |
Q1 2019 | $158,000 | +12.1% | 3,670 | 0.0% | 0.01% | +16.7% |
Q4 2018 | $141,000 | – | 3,670 | – | 0.01% | – |
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% |