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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |