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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $644 | -4.6% | 10,139 | 0.0% | 0.49% | -2.0% |
Q2 2023 | $675 | +1.8% | 10,139 | -4.7% | 0.50% | -3.1% |
Q1 2023 | $663 | -12.9% | 10,637 | -16.0% | 0.51% | -18.9% |
Q4 2022 | $761 | -99.9% | 12,664 | 0.0% | 0.63% | +7.5% |
Q3 2022 | $682,000 | -6.1% | 12,664 | 0.0% | 0.59% | +0.2% |
Q2 2022 | $726,000 | -12.2% | 12,664 | -2.5% | 0.59% | -0.8% |
Q1 2022 | $827,000 | -5.1% | 12,990 | -1.5% | 0.59% | +1.7% |
Q4 2021 | $871,000 | +9.4% | 13,193 | -2.5% | 0.58% | +3.9% |
Q3 2021 | $796,000 | -4.8% | 13,537 | -3.4% | 0.56% | -0.2% |
Q2 2021 | $836,000 | +4.4% | 14,016 | 0.0% | 0.56% | -1.6% |
Q1 2021 | $801,000 | +5.4% | 14,016 | -0.8% | 0.57% | +3.4% |
Q4 2020 | $760,000 | +6.4% | 14,122 | -1.9% | 0.55% | -6.1% |
Q3 2020 | $714,000 | +9.8% | 14,394 | 0.0% | 0.59% | +4.1% |
Q2 2020 | $650,000 | +12.3% | 14,394 | -3.3% | 0.57% | +5.4% |
Q1 2020 | $579,000 | -15.1% | 14,888 | +5.8% | 0.54% | +10.3% |
Q4 2019 | $682,000 | +6.4% | 14,075 | -1.0% | 0.49% | +1.5% |
Q3 2019 | $641,000 | -2.4% | 14,222 | -5.5% | 0.48% | -1.6% |
Q2 2019 | $657,000 | -0.6% | 15,056 | -2.1% | 0.49% | -1.6% |
Q1 2019 | $661,000 | +14.6% | 15,373 | +2.0% | 0.50% | +2.9% |
Q4 2018 | $577,000 | -13.6% | 15,078 | +0.0% | 0.48% | +0.4% |
Q3 2018 | $668,000 | -15.2% | 15,075 | -21.6% | 0.48% | -10.1% |
Q2 2018 | $788,000 | +0.8% | 19,217 | -0.9% | 0.53% | +1.9% |
Q1 2018 | $782,000 | +6.1% | 19,390 | +9.0% | 0.52% | +1.7% |
Q4 2017 | $737,000 | +10.0% | 17,796 | +1.4% | 0.52% | +2.8% |
Q3 2017 | $670,000 | +3.9% | 17,554 | 0.0% | 0.50% | -1.4% |
Q2 2017 | $645,000 | +2.9% | 17,554 | -0.6% | 0.51% | -3.6% |
Q1 2017 | $627,000 | -4.4% | 17,663 | -10.4% | 0.53% | -11.3% |
Q4 2016 | $656,000 | +3.0% | 19,723 | 0.0% | 0.59% | +1.2% |
Q3 2016 | $637,000 | +0.2% | 19,723 | -2.2% | 0.59% | -4.2% |
Q2 2016 | $636,000 | -1.9% | 20,157 | -2.8% | 0.61% | -5.7% |
Q1 2016 | $648,000 | +2.7% | 20,733 | -0.4% | 0.65% | -5.1% |
Q4 2015 | $631,000 | – | 20,810 | – | 0.68% | – |
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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% |