Clearwater Capital Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 68 filers reported holding WISDOMTREE TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Clearwater Capital Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$56,194,256
-9.2%
885,088
-4.7%
6.88%
-6.6%
Q2 2023$61,911,275
+5.0%
928,762
-1.8%
7.37%
+2.4%
Q1 2023$58,961,484
-15.1%
945,805
-17.7%
7.20%
-20.4%
Q4 2022$69,408,688
+10.1%
1,149,912
-1.6%
9.05%
+4.0%
Q3 2022$63,013,000
-2.4%
1,168,849
+3.7%
8.70%
-1.4%
Q2 2022$64,580,000
-13.8%
1,126,857
-4.2%
8.82%
+2.8%
Q1 2022$74,907,000
-3.0%
1,176,490
+0.4%
8.59%
+0.8%
Q4 2021$77,208,000
+12.5%
1,172,309
+0.5%
8.52%
+7.1%
Q3 2021$68,617,000
-2.8%
1,166,158
-1.4%
7.95%
-3.2%
Q2 2021$70,604,000
+7.1%
1,183,240
+2.7%
8.22%
-0.3%
Q1 2021$65,912,000
+15.6%
1,152,517
+9.1%
8.24%
+9.0%
Q4 2020$57,003,000
+12.4%
1,056,389
+3.2%
7.56%
-5.2%
Q3 2020$50,732,000
+9.3%
1,023,438
+0.3%
7.98%
+2.7%
Q2 2020$46,436,000
+13.2%
1,020,790
-3.1%
7.76%
-12.2%
Q1 2020$41,008,000
+2.3%
1,053,932
+27.4%
8.84%
+32.4%
Q4 2019$40,085,000
+22.2%
827,007
+13.6%
6.68%
+15.2%
Q3 2019$32,813,000
+14.8%
727,713
+11.1%
5.80%
+11.7%
Q2 2019$28,594,000
+6.9%
655,064
+5.4%
5.19%
+3.5%
Q1 2019$26,751,000
+27.8%
621,239
+13.8%
5.02%
+9.3%
Q4 2018$20,927,000
-13.4%
545,980
+0.1%
4.59%
-2.7%
Q3 2018$24,176,000
+6.5%
545,369
-1.5%
4.72%
+1.3%
Q2 2018$22,710,000
+4.3%
553,777
+2.6%
4.66%
+3.5%
Q1 2018$21,780,000
-0.1%
539,646
+2.6%
4.50%
-6.0%
Q4 2017$21,799,000
+6.0%
526,161
-1.5%
4.78%
-0.1%
Q3 2017$20,570,000
+0.5%
534,243
-4.0%
4.79%
-8.3%
Q2 2017$20,473,000
-1.5%
556,344
-5.6%
5.22%
-8.3%
Q1 2017$20,786,000
+9.1%
589,186
-0.8%
5.69%
-14.5%
Q3 2016$19,045,000
-0.0%
594,236
-1.3%
6.66%
-5.2%
Q2 2016$19,048,000602,2687.02%
Other shareholders
WISDOMTREE TR shareholders Q2 2016
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 162,460$6,731,0005.47%
Live Your Vision, LLC 338,810$14,768,0004.95%
Carroll Financial Associates, Inc. 1,076,705$44,607,0004.88%
Clearwater Capital Advisors, LLC 526,161$21,799,0004.78%
Blue Edge Capital, LLC 210,367$8,715,505,0003.48%
BEACON FINANCIAL GROUP 388,232$16,084,0002.80%
Relative Value Partners Group, LLC 522,466$21,646,0002.40%
BOSTON FINANCIAL MANGEMENT LLC 835,107$34,598,0002.32%
Allen Capital Group, LLC 128,099$5,307,0002.30%
BREITER CAPITAL MANAGEMENT INC 37,828$1,567,0002.25%
View complete list of WISDOMTREE TR shareholders