WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 150 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $11,040 | -0.5% | 173,892 | +4.5% | 0.06% | 0.0% |
Q2 2023 | $11,098 | +22.5% | 166,480 | +14.6% | 0.06% | -4.7% |
Q1 2023 | $9,060 | -5.8% | 145,333 | -8.8% | 0.06% | +1.6% |
Q4 2022 | $9,614 | -99.9% | 159,270 | +28.6% | 0.06% | +23.5% |
Q3 2022 | $6,677,000 | -5.5% | 123,853 | +0.5% | 0.05% | -5.6% |
Q2 2022 | $7,064,000 | +27.3% | 123,264 | +41.4% | 0.05% | +38.5% |
Q1 2022 | $5,551,000 | +17.0% | 87,178 | +21.0% | 0.04% | +14.7% |
Q4 2021 | $4,746,000 | +61.0% | 72,063 | +43.8% | 0.03% | +47.8% |
Q3 2021 | $2,948,000 | +46.2% | 50,099 | +48.2% | 0.02% | +35.3% |
Q2 2021 | $2,016,000 | +3.9% | 33,794 | -0.4% | 0.02% | -10.5% |
Q1 2021 | $1,941,000 | +0.8% | 33,938 | -4.9% | 0.02% | -9.5% |
Q4 2020 | $1,926,000 | +8.0% | 35,699 | -0.8% | 0.02% | -4.5% |
Q3 2020 | $1,784,000 | +32.1% | 35,990 | +21.2% | 0.02% | +22.2% |
Q2 2020 | $1,351,000 | +54.0% | 29,698 | +31.7% | 0.02% | +20.0% |
Q1 2020 | $877,000 | -13.7% | 22,546 | +7.6% | 0.02% | 0.0% |
Q4 2019 | $1,016,000 | +22.7% | 20,957 | +14.2% | 0.02% | +15.4% |
Q3 2019 | $828,000 | -21.7% | 18,356 | -24.2% | 0.01% | -13.3% |
Q2 2019 | $1,057,000 | -0.8% | 24,224 | -2.0% | 0.02% | -6.2% |
Q1 2019 | $1,065,000 | +51.9% | 24,727 | +35.2% | 0.02% | +23.1% |
Q4 2018 | $701,000 | +13.6% | 18,290 | +31.4% | 0.01% | +30.0% |
Q3 2018 | $617,000 | +42.2% | 13,918 | +31.4% | 0.01% | +11.1% |
Q2 2018 | $434,000 | +46.1% | 10,595 | +44.0% | 0.01% | +50.0% |
Q1 2018 | $297,000 | – | 7,358 | – | 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% |