WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 17 filers reported holding WISDOMTREE TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $552,000 | +1004.0% | 12,135 | +980.6% | 0.00% | – |
| Q3 2019 | $50,000 | +163.2% | 1,123 | +147.4% | 0.00% | – |
| Q2 2019 | $19,000 | -77.6% | 454 | -76.3% | 0.00% | – |
| Q3 2018 | $85,000 | +18.1% | 1,917 | +9.5% | 0.00% | – |
| Q2 2018 | $72,000 | -23.4% | 1,751 | -25.3% | 0.00% | – |
| Q1 2018 | $94,000 | +16.0% | 2,344 | -10.8% | 0.00% | – |
| Q4 2014 | $81,000 | +6.6% | 2,628 | 0.0% | 0.00% | – |
| Q3 2014 | $76,000 | 0.0% | 2,628 | 0.0% | 0.00% | – |
| Q2 2014 | $76,000 | +4.1% | 2,628 | 0.0% | 0.00% | – |
| Q1 2014 | $73,000 | -25.5% | 2,628 | -25.3% | 0.00% | – |
| Q4 2013 | $98,000 | -44.9% | 3,520 | -50.0% | 0.00% | – |
| Q3 2013 | $178,000 | – | 7,040 | – | 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% |