WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 84 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $974,000 | +0.3% | 23,650 | +3.4% | 0.00% | – |
| Q2 2023 | $971,000 | -3.6% | 22,877 | -5.6% | 0.00% | – |
| Q1 2023 | $1,007,000 | -1.9% | 24,233 | -5.1% | 0.00% | – |
| Q4 2022 | $1,027,000 | +6.1% | 25,532 | -5.2% | 0.00% | – |
| Q3 2022 | $968,000 | +18.3% | 26,935 | +30.7% | 0.00% | – |
| Q2 2022 | $818,000 | -4.0% | 20,605 | +8.0% | 0.00% | – |
| Q1 2022 | $852,000 | +2.8% | 19,083 | +9.5% | 0.00% | – |
| Q4 2021 | $829,000 | +23.7% | 17,431 | +15.6% | 0.00% | – |
| Q3 2021 | $670,000 | +17.3% | 15,084 | +22.7% | 0.00% | – |
| Q2 2021 | $571,000 | -41.9% | 12,291 | -42.4% | 0.00% | – |
| Q1 2021 | $983,000 | +48.7% | 21,349 | +27.6% | 0.00% | – |
| Q4 2020 | $661,000 | +9.4% | 16,726 | -14.9% | 0.00% | – |
| Q3 2020 | $604,000 | -1.3% | 19,666 | -3.6% | 0.00% | – |
| Q2 2020 | $612,000 | -45.2% | 20,391 | -54.1% | 0.00% | -100.0% |
| Q1 2020 | $1,117,000 | +4.9% | 44,443 | +57.4% | 0.00% | – |
| Q4 2019 | $1,065,000 | +2.3% | 28,241 | -3.5% | 0.00% | – |
| Q3 2019 | $1,041,000 | -18.6% | 29,263 | -18.7% | 0.00% | -100.0% |
| Q2 2019 | $1,279,000 | +3.5% | 35,982 | +1.0% | 0.00% | 0.0% |
| Q1 2019 | $1,236,000 | -17.4% | 35,621 | -25.8% | 0.00% | 0.0% |
| Q4 2018 | $1,496,000 | -24.1% | 48,007 | -8.2% | 0.00% | 0.0% |
| Q3 2018 | $1,971,000 | +7.2% | 52,286 | +4.4% | 0.00% | 0.0% |
| Q2 2018 | $1,838,000 | +3.1% | 50,068 | -3.5% | 0.00% | 0.0% |
| Q1 2018 | $1,782,000 | -12.1% | 51,870 | -8.6% | 0.00% | 0.0% |
| Q4 2017 | $2,028,000 | +7.9% | 56,766 | +4.2% | 0.00% | 0.0% |
| Q3 2017 | $1,879,000 | +6.0% | 54,460 | +2.2% | 0.00% | 0.0% |
| Q2 2017 | $1,772,000 | +18.0% | 53,287 | +17.3% | 0.00% | 0.0% |
| Q1 2017 | $1,502,000 | +18.9% | 45,441 | +22.3% | 0.00% | 0.0% |
| Q4 2016 | $1,263,000 | -13.6% | 37,168 | -21.5% | 0.00% | 0.0% |
| Q3 2016 | $1,461,000 | +427.4% | 47,350 | +390.5% | 0.00% | – |
| Q2 2016 | $277,000 | -13.2% | 9,654 | -14.5% | 0.00% | – |
| Q1 2016 | $319,000 | -6.2% | 11,291 | -11.9% | 0.00% | – |
| Q4 2015 | $340,000 | +23.6% | 12,811 | +21.1% | 0.00% | – |
| Q3 2015 | $275,000 | -12.4% | 10,577 | -0.8% | 0.00% | – |
| Q2 2015 | $314,000 | -35.8% | 10,657 | -34.4% | 0.00% | – |
| Q1 2015 | $489,000 | -63.2% | 16,254 | -64.2% | 0.00% | -100.0% |
| Q4 2014 | $1,329,000 | -38.5% | 45,410 | -43.2% | 0.00% | 0.0% |
| Q3 2014 | $2,160,000 | +13.3% | 79,946 | +20.7% | 0.00% | 0.0% |
| Q2 2014 | $1,907,000 | -1.5% | 66,243 | -2.7% | 0.00% | 0.0% |
| Q1 2014 | $1,936,000 | -36.1% | 68,089 | -35.7% | 0.00% | -50.0% |
| Q4 2013 | $3,032,000 | +133.6% | 105,974 | +112.4% | 0.00% | +100.0% |
| Q3 2013 | $1,298,000 | – | 49,892 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 471,320 | $18,693,000 | 5.21% |
| Joseph Group Capital Management | 31,150 | $1,236,000 | 1.24% |
| Venturi Wealth Management, LLC | 233,587 | $9,271,000 | 0.83% |
| CERTUITY, LLC | 50,650 | $2,010,000 | 0.52% |
| Collaborative Wealth Managment Inc. | 18,986 | $754,000 | 0.50% |
| XML Financial, LLC | 53,509 | $2,124,000 | 0.48% |
| Linscomb & Williams, Inc. | 198,945 | $7,896,000 | 0.45% |
| Avant Capital LLC | 5,476 | $217,000 | 0.28% |
| LVM CAPITAL MANAGEMENT LTD/MI | 46,983 | $1,865,000 | 0.27% |
| Truadvice, LLC | 11,163 | $474,000 | 0.25% |