WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 134 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $68,005 | +13.8% | 871,305 | +11.1% | 0.11% | +9.1% |
Q1 2024 | $59,740 | +8.9% | 784,096 | +0.5% | 0.10% | -1.0% |
Q4 2023 | $54,859 | +16.7% | 780,581 | +5.4% | 0.10% | +3.1% |
Q3 2023 | $47,021 | +6.2% | 740,607 | +11.5% | 0.10% | +7.8% |
Q2 2023 | $44,270 | +56.5% | 664,121 | +46.4% | 0.09% | +52.5% |
Q1 2023 | $28,287 | +15.0% | 453,761 | +11.3% | 0.06% | 0.0% |
Q4 2022 | $24,605 | -99.9% | 407,643 | -33.5% | 0.06% | -30.6% |
Q3 2022 | $33,069,000 | -1.7% | 613,412 | +4.5% | 0.08% | -3.4% |
Q2 2022 | $33,632,000 | -6.4% | 586,847 | +4.0% | 0.09% | +7.3% |
Q1 2022 | $35,917,000 | -8.0% | 564,112 | -4.8% | 0.08% | -6.8% |
Q4 2021 | $39,029,000 | +14.2% | 592,617 | +2.0% | 0.09% | +2.3% |
Q3 2021 | $34,172,000 | +1.3% | 580,765 | +2.7% | 0.09% | 0.0% |
Q2 2021 | $33,743,000 | +94.5% | 565,495 | +86.4% | 0.09% | +75.5% |
Q1 2021 | $17,348,000 | +3.8% | 303,347 | -2.1% | 0.05% | -2.0% |
Q4 2020 | $16,720,000 | +12.4% | 309,876 | +3.2% | 0.05% | -2.0% |
Q3 2020 | $14,882,000 | +13.0% | 300,223 | +3.7% | 0.05% | +2.0% |
Q2 2020 | $13,168,000 | +15.2% | 289,486 | -1.4% | 0.05% | -5.7% |
Q1 2020 | $11,428,000 | -17.2% | 293,710 | +3.2% | 0.05% | +1.9% |
Q4 2019 | $13,796,000 | +19.9% | 284,633 | +11.6% | 0.05% | +6.1% |
Q3 2019 | $11,502,000 | +22.9% | 255,095 | +19.0% | 0.05% | +19.5% |
Q2 2019 | $9,360,000 | +8.3% | 214,448 | +6.8% | 0.04% | +2.5% |
Q1 2019 | $8,644,000 | +25.5% | 200,760 | +11.7% | 0.04% | +8.1% |
Q4 2018 | $6,887,000 | +16.5% | 179,694 | +34.8% | 0.04% | +32.1% |
Q3 2018 | $5,911,000 | +37.1% | 133,347 | +26.8% | 0.03% | +21.7% |
Q2 2018 | $4,312,000 | +31.5% | 105,152 | +29.4% | 0.02% | +27.8% |
Q1 2018 | $3,279,000 | +53.1% | 81,267 | +57.2% | 0.02% | +50.0% |
Q4 2017 | $2,142,000 | – | 51,710 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
INVESTMENT SECURITY GROUP INC /CO/ /ADV | 656,319 | $32,357,000 | 17.18% |
Legacy Wealth Planning, LLC | 237,599 | $11,778,000 | 13.46% |
Prestige Wealth Management Group LLC | 652,652 | $32,352,000 | 9.77% |
TAIYO LIFE INSURANCE CO | 850,000 | $42,135,000 | 8.46% |
Clearwater Capital Advisors, LLC | 1,023,438 | $50,732,000 | 7.98% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 185,245 | $9,183,000 | 6.04% |
BEACON FINANCIAL GROUP | 609,072 | $30,192,000 | 5.40% |
One Capital Management, LLC | 767,904 | $38,065,000 | 5.19% |
Stratos Investment Management, LLC | 236,694 | $11,733,000 | 4.26% |
RVW Wealth, LLC | 487,558 | $24,168,000 | 4.08% |