WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 47 filers reported holding WISDOMTREE TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,892,891 | +170.8% | 29,814 | +184.3% | 0.00% | – |
| Q2 2023 | $699,063 | -71.0% | 10,487 | -72.8% | 0.00% | -100.0% |
| Q1 2023 | $2,407,695 | -29.1% | 38,622 | -31.4% | 0.00% | 0.0% |
| Q4 2022 | $3,398,087 | +1105.0% | 56,297 | +977.7% | 0.00% | – |
| Q3 2022 | $282,000 | -76.1% | 5,224 | -74.6% | 0.00% | – |
| Q2 2022 | $1,180,000 | -85.7% | 20,594 | -84.1% | 0.00% | -100.0% |
| Q1 2022 | $8,244,000 | +777.0% | 129,485 | +807.6% | 0.00% | – |
| Q4 2021 | $940,000 | -86.5% | 14,266 | -87.9% | 0.00% | -100.0% |
| Q3 2021 | $6,962,000 | +1338.4% | 118,326 | +1220.2% | 0.00% | – |
| Q4 2020 | $484,000 | -85.1% | 8,963 | -86.3% | 0.00% | -100.0% |
| Q3 2020 | $3,251,000 | +50.5% | 65,593 | +38.1% | 0.00% | 0.0% |
| Q2 2020 | $2,160,000 | +254.1% | 47,491 | +251.1% | 0.00% | – |
| Q3 2019 | $610,000 | +3.4% | 13,528 | +0.0% | 0.00% | – |
| Q2 2019 | $590,000 | -7.4% | 13,526 | -8.6% | 0.00% | – |
| Q1 2019 | $637,000 | -84.4% | 14,792 | -86.1% | 0.00% | -100.0% |
| Q4 2018 | $4,084,000 | +575.0% | 106,551 | +680.9% | 0.00% | – |
| Q3 2018 | $605,000 | -0.3% | 13,645 | -7.8% | 0.00% | – |
| Q2 2018 | $607,000 | +163.9% | 14,794 | +160.0% | 0.00% | – |
| Q1 2018 | $230,000 | -59.1% | 5,689 | -61.4% | 0.00% | – |
| Q3 2017 | $562,000 | +119.5% | 14,732 | +91.8% | 0.00% | – |
| Q4 2016 | $256,000 | -67.9% | 7,682 | -69.6% | 0.00% | – |
| Q2 2016 | $797,000 | -34.9% | 25,246 | -35.5% | 0.00% | – |
| Q1 2016 | $1,224,000 | +127.5% | 39,140 | +120.9% | 0.00% | – |
| Q4 2015 | $538,000 | -47.0% | 17,717 | -50.1% | 0.00% | – |
| Q3 2015 | $1,016,000 | – | 35,485 | – | 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% |