WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 87 filers reported holding WISDOMTREE TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |