WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 110 filers reported holding WISDOMTREE TR in Q3 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% | – |
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% |