WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 99 filers reported holding WISDOMTREE TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $241,000 | -0.4% | 5,292 | -8.0% | 0.09% | -10.9% |
| Q1 2020 | $242,000 | -37.1% | 5,750 | -27.6% | 0.10% | -34.8% |
| Q4 2019 | $385,000 | +44.7% | 7,944 | +34.4% | 0.16% | +30.3% |
| Q3 2019 | $266,000 | +7.7% | 5,910 | +4.3% | 0.12% | -2.5% |
| Q2 2019 | $247,000 | -1.6% | 5,669 | -2.6% | 0.12% | -10.3% |
| Q1 2019 | $251,000 | +25.5% | 5,820 | +11.3% | 0.14% | +9.7% |
| Q4 2018 | $200,000 | -15.6% | 5,227 | -2.2% | 0.12% | +6.9% |
| Q3 2018 | $237,000 | +9.2% | 5,346 | +1.2% | 0.12% | -1.7% |
| Q2 2018 | $217,000 | -31.3% | 5,282 | -30.9% | 0.12% | -31.8% |
| Q4 2017 | $316,000 | +13.3% | 7,639 | +4.9% | 0.17% | +5.5% |
| Q3 2017 | $279,000 | +3.3% | 7,280 | +0.3% | 0.16% | -0.6% |
| Q2 2017 | $270,000 | +13.4% | 7,257 | +8.0% | 0.16% | -4.6% |
| Q1 2017 | $238,000 | +13.9% | 6,718 | +6.7% | 0.17% | +3.0% |
| Q4 2016 | $209,000 | – | 6,294 | – | 0.17% | – |
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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% |