WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 87 filers reported holding WISDOMTREE TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $123,101 | -4.3% | 1,939 | +0.5% | 0.01% | -6.7% |
| Q2 2023 | $128,620 | +7.4% | 1,929 | +0.4% | 0.02% | -6.2% |
| Q1 2023 | $119,754 | +3.7% | 1,921 | +0.4% | 0.02% | -5.9% |
| Q4 2022 | $115,471 | +12.1% | 1,913 | +0.6% | 0.02% | 0.0% |
| Q3 2022 | $103,000 | -4.6% | 1,902 | +0.6% | 0.02% | -5.6% |
| Q2 2022 | $108,000 | -10.0% | 1,890 | +0.6% | 0.02% | 0.0% |
| Q1 2022 | $120,000 | -1.6% | 1,879 | +1.1% | 0.02% | 0.0% |
| Q4 2021 | $122,000 | +11.9% | 1,859 | +0.5% | 0.02% | 0.0% |
| Q3 2021 | $109,000 | -6.0% | 1,849 | -4.5% | 0.02% | -10.0% |
| Q2 2021 | $116,000 | -4.9% | 1,937 | -9.4% | 0.02% | -16.7% |
| Q1 2021 | $122,000 | +6.1% | 2,138 | +0.4% | 0.02% | -4.0% |
| Q4 2020 | $115,000 | +9.5% | 2,129 | +0.7% | 0.02% | -3.8% |
| Q3 2020 | $105,000 | +20.7% | 2,115 | +10.8% | 0.03% | 0.0% |
| Q2 2020 | $87,000 | +4.8% | 1,908 | -10.3% | 0.03% | -39.5% |
| Q1 2020 | $83,000 | -6.7% | 2,127 | +16.2% | 0.04% | +7.5% |
| Q4 2019 | $89,000 | +48.3% | 1,831 | +34.0% | 0.04% | +25.0% |
| Q3 2019 | $60,000 | -7.7% | 1,366 | -7.2% | 0.03% | -8.6% |
| Q2 2019 | $65,000 | +25.0% | 1,472 | +21.3% | 0.04% | +12.9% |
| Q1 2019 | $52,000 | +766.7% | 1,214 | +668.4% | 0.03% | +675.0% |
| Q1 2017 | $6,000 | +20.0% | 158 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $5,000 | – | 158 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 680,381 | $40,598,000 | 16.05% |
| Legacy Wealth Planning, LLC | 231,598 | $13,819,000 | 15.74% |
| Prestige Wealth Management Group LLC | 768,940 | $45,883,000 | 12.18% |
| Private Wealth Strategies, L.L.C. | 659,226 | $39,336,000 | 10.14% |
| Clearwater Capital Advisors, LLC | 1,183,240 | $70,604,000 | 8.22% |
| TAIYO LIFE INSURANCE CO | 850,000 | $50,720,000 | 8.01% |
| KB FINANCIAL PARTNERS, LLC | 336,263 | $20,065,000 | 7.58% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 191,789 | $11,444,000 | 5.78% |
| JD Financial Services Inc. | 101,722 | $6,070,000 | 5.63% |
| Stratos Investment Management, LLC | 295,403 | $17,627,000 | 4.85% |