WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 204 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $26,501 | +3.3% | 425 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $25,660 | +11.6% | 425 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $23,000 | -4.2% | 425 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $24,000 | -11.1% | 425 | 0.0% | 0.01% | -12.5% |
| Q1 2022 | $27,000 | -3.6% | 425 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $28,000 | +12.0% | 425 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $25,000 | 0.0% | 425 | 0.0% | 0.01% | -11.1% |
| Q2 2021 | $25,000 | +4.2% | 425 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $24,000 | +4.3% | 425 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $23,000 | +9.5% | 425 | +0.7% | 0.01% | -10.0% |
| Q3 2020 | $21,000 | +10.5% | 422 | +0.2% | 0.01% | 0.0% |
| Q2 2020 | $19,000 | +18.8% | 421 | +0.7% | 0.01% | 0.0% |
| Q1 2020 | $16,000 | -20.0% | 418 | +0.5% | 0.01% | +11.1% |
| Q4 2019 | $20,000 | +5.3% | 416 | +0.7% | 0.01% | -10.0% |
| Q3 2019 | $19,000 | +5.6% | 413 | +0.7% | 0.01% | +11.1% |
| Q2 2019 | $18,000 | 0.0% | 410 | +0.7% | 0.01% | -10.0% |
| Q1 2019 | $18,000 | – | 407 | – | 0.01% | – |
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% |