WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 213 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,549,218 | -4.3% | 55,902 | +0.4% | 0.35% | -5.4% |
| Q2 2023 | $3,709,829 | +8.2% | 55,653 | +1.1% | 0.37% | -9.4% |
| Q1 2023 | $3,430,196 | +2.8% | 55,024 | -0.5% | 0.40% | +2.3% |
| Q4 2022 | $3,337,485 | +19.4% | 55,293 | +6.6% | 0.40% | +9.4% |
| Q3 2022 | $2,796,000 | +3.7% | 51,863 | +10.2% | 0.36% | +10.7% |
| Q2 2022 | $2,697,000 | -1.7% | 47,068 | +9.2% | 0.33% | +9.4% |
| Q1 2022 | $2,744,000 | -2.1% | 43,102 | +1.3% | 0.30% | -9.9% |
| Q4 2021 | $2,802,000 | +12636.4% | 42,548 | +7430.6% | 0.33% | +6540.0% |
| Q1 2020 | $22,000 | -18.5% | 565 | 0.0% | 0.01% | -28.6% |
| Q4 2019 | $27,000 | +8.0% | 565 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $25,000 | 0.0% | 565 | 0.0% | 0.01% | -12.5% |
| Q2 2019 | $25,000 | +4.2% | 565 | 0.0% | 0.01% | -11.1% |
| Q1 2019 | $24,000 | +9.1% | 565 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $22,000 | – | 565 | – | 0.01% | – |
Download | ||||||
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% |