WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 214 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $42,075,000 | -9.6% | 1,081,334 | +12.6% | 15.76% | -2.5% |
| Q4 2019 | $46,561,000 | +14.1% | 960,623 | +6.2% | 16.17% | +1.5% |
| Q3 2019 | $40,797,000 | +7.7% | 904,789 | +4.3% | 15.93% | -3.1% |
| Q2 2019 | $37,872,000 | +14.2% | 867,631 | +12.7% | 16.44% | +1.7% |
| Q1 2019 | $33,157,000 | +22.2% | 770,015 | +8.8% | 16.18% | +9.2% |
| Q4 2018 | $27,126,000 | +355.0% | 707,693 | +426.2% | 14.82% | +224.1% |
| Q3 2018 | $5,962,000 | – | 134,481 | – | 4.57% | – |
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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% |