WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 165 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,477,160 | +3.2% | 117,769 | +8.4% | 0.62% | +4.0% |
| Q2 2023 | $7,242,031 | +17.0% | 108,641 | +9.5% | 0.60% | +2.6% |
| Q1 2023 | $6,187,207 | +11.9% | 99,249 | +8.3% | 0.58% | +2.8% |
| Q4 2022 | $5,529,174 | +30.3% | 91,603 | +16.4% | 0.57% | +15.2% |
| Q3 2022 | $4,244,000 | -6.1% | 78,718 | -0.1% | 0.49% | -3.0% |
| Q2 2022 | $4,518,000 | +5.2% | 78,828 | +16.9% | 0.51% | +22.5% |
| Q1 2022 | $4,293,000 | +35.5% | 67,428 | +40.2% | 0.41% | +38.0% |
| Q4 2021 | $3,168,000 | +242.5% | 48,100 | +210.2% | 0.30% | +203.0% |
| Q3 2021 | $925,000 | 0.0% | 15,506 | 0.0% | 0.10% | 0.0% |
| Q2 2021 | $925,000 | +44.8% | 15,506 | +38.8% | 0.10% | +35.6% |
| Q1 2021 | $639,000 | -0.6% | 11,170 | -6.2% | 0.07% | -8.8% |
| Q4 2020 | $643,000 | -0.3% | 11,910 | -8.5% | 0.08% | -8.0% |
| Q3 2020 | $645,000 | +5.6% | 13,019 | -3.2% | 0.09% | -3.3% |
| Q2 2020 | $611,000 | -40.0% | 13,451 | -48.6% | 0.09% | -55.9% |
| Q1 2020 | $1,018,000 | -52.9% | 26,155 | -41.4% | 0.20% | -46.2% |
| Q4 2019 | $2,163,000 | -0.9% | 44,632 | -7.8% | 0.38% | -11.4% |
| Q3 2019 | $2,183,000 | +0.4% | 48,426 | -2.8% | 0.43% | -5.1% |
| Q2 2019 | $2,174,000 | +3.0% | 49,813 | +1.6% | 0.45% | +3.9% |
| Q1 2019 | $2,111,000 | +34.3% | 49,047 | +19.6% | 0.43% | +13.6% |
| Q4 2018 | $1,572,000 | +31.2% | 41,012 | +52.4% | 0.38% | +72.1% |
| Q3 2018 | $1,198,000 | +46.3% | 26,913 | +34.6% | 0.22% | +35.4% |
| Q2 2018 | $819,000 | +182.4% | 19,989 | +172.3% | 0.16% | +90.7% |
| Q1 2018 | $290,000 | – | 7,341 | – | 0.09% | – |
Download | ||||||
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% |