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 | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $87,000 | +1.2% | 2,000 | 0.0% | 0.03% | -3.2% |
| Q1 2019 | $86,000 | +11.7% | 2,000 | 0.0% | 0.03% | -8.8% |
| Q4 2018 | $77,000 | -13.5% | 2,000 | 0.0% | 0.03% | +17.2% |
| Q3 2018 | $89,000 | +8.5% | 2,000 | 0.0% | 0.03% | -14.7% |
| Q2 2018 | $82,000 | +1.2% | 2,000 | 0.0% | 0.03% | +41.7% |
| Q1 2018 | $81,000 | -2.4% | 2,000 | 0.0% | 0.02% | -11.1% |
| Q4 2017 | $83,000 | +9.2% | 2,000 | 0.0% | 0.03% | -12.9% |
| Q3 2017 | $76,000 | +2.7% | 2,000 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $74,000 | +2.8% | 2,000 | 0.0% | 0.03% | 0.0% |
| Q1 2017 | $72,000 | +7.5% | 2,000 | 0.0% | 0.03% | +10.7% |
| Q4 2016 | $67,000 | +3.1% | 2,000 | 0.0% | 0.03% | -26.3% |
| Q3 2016 | $65,000 | 0.0% | 2,000 | 0.0% | 0.04% | -7.3% |
| Q2 2016 | $65,000 | +3.2% | 2,000 | 0.0% | 0.04% | -22.6% |
| Q1 2016 | $63,000 | – | 2,000 | – | 0.05% | – |
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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% |