WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 184 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $58,288 | +7.9% | 935 | 0.0% | 0.03% | +20.8% |
| Q2 2022 | $54,000 | -36.5% | 935 | -30.0% | 0.02% | -11.1% |
| Q1 2022 | $85,000 | -15.8% | 1,335 | -13.0% | 0.03% | -40.0% |
| Q4 2021 | $101,000 | -61.0% | 1,535 | -71.3% | 0.04% | -58.3% |
| Q4 2019 | $259,000 | +3.6% | 5,350 | -3.6% | 0.11% | -1.8% |
| Q3 2019 | $250,000 | -18.8% | 5,550 | -21.3% | 0.11% | -21.4% |
| Q2 2019 | $308,000 | -2.5% | 7,050 | -4.1% | 0.14% | -2.8% |
| Q1 2019 | $316,000 | -48.5% | 7,350 | -54.1% | 0.14% | -49.7% |
| Q4 2018 | $613,000 | -56.8% | 16,000 | -50.0% | 0.29% | -46.3% |
| Q3 2018 | $1,419,000 | +3.8% | 32,000 | -4.0% | 0.53% | -6.8% |
| Q2 2018 | $1,367,000 | -39.8% | 33,325 | -40.8% | 0.57% | -41.5% |
| Q1 2018 | $2,272,000 | – | 56,300 | – | 0.98% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 684,554 | $40,279,000 | 15.99% |
| Prestige Wealth Management Group LLC | 797,876 | $46,947,000 | 12.02% |
| Private Wealth Strategies, L.L.C. | 692,172 | $40,716,000 | 10.20% |
| Legacy Wealth Planning, LLC | 141,835 | $8,346,000 | 9.35% |
| KB FINANCIAL PARTNERS, LLC | 395,963 | $23,298,000 | 8.53% |
| Clearwater Capital Advisors, LLC | 1,166,158 | $68,617,000 | 7.95% |
| TAIYO LIFE INSURANCE CO | 850,000 | $50,014,000 | 7.89% |
| JD Financial Services Inc. | 104,678 | $6,159,000 | 5.62% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 182,640 | $10,747,000 | 5.41% |
| RVW Wealth, LLC | 592,622 | $35,000,000 | 4.21% |