WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 70 filers reported holding WISDOMTREE TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $813,203 | +4.9% | 10,419 | +2.4% | 0.09% | +8.8% |
| Q1 2024 | $775,081 | +8.4% | 10,173 | -0.0% | 0.08% | +8.1% |
| Q4 2023 | $715,029 | +12.3% | 10,174 | +1.5% | 0.07% | 0.0% |
| Q3 2023 | $636,677 | +12.3% | 10,028 | +17.9% | 0.07% | -7.5% |
| Q2 2023 | $566,806 | -11.3% | 8,503 | -17.0% | 0.08% | +9.6% |
| Q1 2023 | $638,981 | -55.2% | 10,250 | -54.7% | 0.07% | -27.0% |
| Q4 2022 | $1,426,921 | +7.8% | 22,614 | +4.6% | 0.10% | +8.7% |
| Q1 2022 | $1,324,000 | +0.2% | 21,626 | +4.3% | 0.09% | +5.7% |
| Q4 2021 | $1,321,000 | +6.8% | 20,725 | +6.8% | 0.09% | +6.1% |
| Q3 2021 | $1,237,000 | -11.5% | 19,406 | -13.9% | 0.08% | -16.3% |
| Q2 2021 | $1,397,000 | +2.3% | 22,531 | -2.7% | 0.10% | -7.5% |
| Q1 2021 | $1,366,000 | +16.4% | 23,156 | +7.2% | 0.11% | +6.0% |
| Q4 2020 | $1,174,000 | -5.7% | 21,609 | -10.5% | 0.10% | -17.4% |
| Q3 2020 | $1,245,000 | +1.0% | 24,142 | -3.2% | 0.12% | -5.5% |
| Q2 2020 | $1,233,000 | +160.7% | 24,949 | +122.9% | 0.13% | +109.8% |
| Q1 2020 | $473,000 | -99.0% | 11,195 | +632.7% | 0.06% | +281.2% |
| Q3 2016 | $48,972,000 | +101925.0% | 1,528 | 0.0% | 0.02% | – |
| Q2 2016 | $48,000 | – | 1,528 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 656,319 | $32,357,000 | 17.18% |
| Legacy Wealth Planning, LLC | 237,599 | $11,778,000 | 13.46% |
| Prestige Wealth Management Group LLC | 652,652 | $32,352,000 | 9.77% |
| TAIYO LIFE INSURANCE CO | 850,000 | $42,135,000 | 8.46% |
| Clearwater Capital Advisors, LLC | 1,023,438 | $50,732,000 | 7.98% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 185,245 | $9,183,000 | 6.04% |
| BEACON FINANCIAL GROUP | 609,072 | $30,192,000 | 5.40% |
| One Capital Management, LLC | 767,904 | $38,065,000 | 5.19% |
| Stratos Investment Management, LLC | 236,694 | $11,733,000 | 4.26% |
| RVW Wealth, LLC | 487,558 | $24,168,000 | 4.08% |