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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $826,000 | -54.7% | 17,050 | -57.5% | 6.40% | +72.0% |
| Q3 2019 | $1,822,000 | +70.1% | 40,156 | +66.4% | 3.72% | +266.7% |
| Q2 2019 | $1,071,000 | -31.1% | 24,133 | -32.9% | 1.02% | -19.4% |
| Q1 2019 | $1,554,000 | +13.2% | 35,952 | +0.4% | 1.26% | -7.4% |
| Q4 2018 | $1,373,000 | -3.9% | 35,815 | +11.2% | 1.36% | +10.8% |
| Q3 2018 | $1,429,000 | +16.7% | 32,200 | +8.1% | 1.23% | -5.6% |
| Q2 2018 | $1,225,000 | +8.4% | 29,777 | +6.6% | 1.30% | +19.2% |
| Q1 2018 | $1,130,000 | -29.3% | 27,937 | -25.8% | 1.09% | -24.4% |
| Q4 2017 | $1,598,000 | – | 37,648 | – | 1.44% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 162,460 | $6,731,000 | 5.47% |
| Live Your Vision, LLC | 338,810 | $14,768,000 | 4.95% |
| Carroll Financial Associates, Inc. | 1,076,705 | $44,607,000 | 4.88% |
| Clearwater Capital Advisors, LLC | 526,161 | $21,799,000 | 4.78% |
| Blue Edge Capital, LLC | 210,367 | $8,715,505,000 | 3.48% |
| BEACON FINANCIAL GROUP | 388,232 | $16,084,000 | 2.80% |
| Relative Value Partners Group, LLC | 522,466 | $21,646,000 | 2.40% |
| BOSTON FINANCIAL MANGEMENT LLC | 835,107 | $34,598,000 | 2.32% |
| Allen Capital Group, LLC | 128,099 | $5,307,000 | 2.30% |
| BREITER CAPITAL MANAGEMENT INC | 37,828 | $1,567,000 | 2.25% |