WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 102 filers reported holding WISDOMTREE TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $1,860,000 | +7053.8% | 41,961 | +6456.4% | 0.00% | – |
| Q2 2018 | $26,000 | -98.2% | 640 | -98.2% | 0.00% | -100.0% |
| Q1 2018 | $1,457,000 | +2.4% | 36,106 | +5.1% | 0.00% | 0.0% |
| Q4 2017 | $1,423,000 | -1.2% | 34,347 | -9.0% | 0.00% | 0.0% |
| Q3 2017 | $1,440,000 | +273.1% | 37,741 | +259.4% | 0.00% | – |
| Q2 2017 | $386,000 | +41.4% | 10,500 | +36.7% | 0.00% | – |
| Q1 2017 | $273,000 | -35.8% | 7,681 | -39.9% | 0.00% | -100.0% |
| Q4 2016 | $425,000 | -2.1% | 12,776 | -5.0% | 0.00% | 0.0% |
| Q3 2016 | $434,000 | +12.7% | 13,451 | +10.2% | 0.00% | 0.0% |
| Q2 2016 | $385,000 | – | 12,201 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 684,554 | $40,279,000 | 15.99% |
| Prestige Wealth Management Group LLC | 797,876 | $46,947,000 | 12.02% |
| Private Wealth Strategies, L.L.C. | 692,172 | $40,716,000 | 10.20% |
| Legacy Wealth Planning, LLC | 141,835 | $8,346,000 | 9.35% |
| KB FINANCIAL PARTNERS, LLC | 395,963 | $23,298,000 | 8.53% |
| Clearwater Capital Advisors, LLC | 1,166,158 | $68,617,000 | 7.95% |
| TAIYO LIFE INSURANCE CO | 850,000 | $50,014,000 | 7.89% |
| JD Financial Services Inc. | 104,678 | $6,159,000 | 5.62% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 182,640 | $10,747,000 | 5.41% |
| RVW Wealth, LLC | 592,622 | $35,000,000 | 4.21% |