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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,386,622 | -4.8% | 21,840 | -0.1% | 0.00% | 0.0% |
| Q2 2023 | $1,457,255 | +7.0% | 21,861 | +0.1% | 0.00% | +33.3% |
| Q1 2023 | $1,361,679 | +24898.7% | 21,842 | -75.8% | 0.00% | -78.6% |
| Q4 2022 | $5,447 | -99.5% | 90,248 | +310.4% | 0.01% | +366.7% |
| Q3 2022 | $1,185,000 | -7.7% | 21,990 | -1.8% | 0.00% | -25.0% |
| Q2 2022 | $1,284,000 | -4.6% | 22,394 | +6.0% | 0.00% | +33.3% |
| Q1 2022 | $1,346,000 | -1.6% | 21,136 | +1.8% | 0.00% | 0.0% |
| Q4 2021 | $1,368,000 | +13.4% | 20,767 | +1.4% | 0.00% | 0.0% |
| Q3 2021 | $1,206,000 | -5.4% | 20,487 | -4.2% | 0.00% | 0.0% |
| Q2 2021 | $1,275,000 | +51.6% | 21,381 | +45.5% | 0.00% | +50.0% |
| Q1 2021 | $841,000 | +38.1% | 14,694 | +30.2% | 0.00% | 0.0% |
| Q4 2020 | $609,000 | +174.3% | 11,285 | +151.7% | 0.00% | +100.0% |
| Q3 2020 | $222,000 | +8.8% | 4,484 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $204,000 | -19.7% | 4,484 | -31.4% | 0.00% | 0.0% |
| Q1 2020 | $254,000 | -2.7% | 6,533 | +21.5% | 0.00% | 0.0% |
| Q4 2019 | $261,000 | +24.9% | 5,377 | +16.2% | 0.00% | 0.0% |
| Q3 2019 | $209,000 | +3.5% | 4,629 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $202,000 | -87.7% | 4,629 | -90.6% | 0.00% | -92.9% |
| Q4 2016 | $1,643,000 | +16.8% | 49,394 | +13.3% | 0.01% | +7.7% |
| Q3 2016 | $1,407,000 | – | 43,577 | – | 0.01% | – |
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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% |