WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 60 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $39,000 | +11.4% | 1,079 | +11.1% | 0.00% | – |
| Q3 2019 | $35,000 | +2.9% | 971 | +0.4% | 0.00% | – |
| Q2 2019 | $34,000 | +3.0% | 967 | +0.5% | 0.00% | – |
| Q1 2019 | $33,000 | +10.0% | 962 | +0.5% | 0.00% | – |
| Q4 2018 | $30,000 | -45.5% | 957 | -34.5% | 0.00% | – |
| Q3 2018 | $55,000 | -5.2% | 1,462 | -13.6% | 0.00% | -100.0% |
| Q2 2018 | $58,000 | 0.0% | 1,692 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $58,000 | -3.3% | 1,692 | +0.6% | 0.00% | 0.0% |
| Q4 2017 | $60,000 | -13.0% | 1,682 | -15.8% | 0.00% | 0.0% |
| Q3 2017 | $69,000 | -11.5% | 1,998 | -14.4% | 0.00% | 0.0% |
| Q2 2017 | $78,000 | +1.3% | 2,334 | +0.5% | 0.00% | 0.0% |
| Q1 2017 | $77,000 | +30.5% | 2,323 | +32.8% | 0.00% | 0.0% |
| Q4 2016 | $59,000 | +247.1% | 1,749 | +225.1% | 0.00% | – |
| Q3 2016 | $17,000 | +13.3% | 538 | +0.6% | 0.00% | – |
| Q2 2016 | $15,000 | 0.0% | 535 | +0.8% | 0.00% | – |
| Q1 2016 | $15,000 | +7.1% | 531 | +0.2% | 0.00% | – |
| Q4 2015 | $14,000 | – | 530 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adams Chetwood Wealth Management LLC | 102,825 | $4,894,000 | 3.32% |
| Private Wealth Strategies, L.L.C. | 236,043 | $11,232,000 | 2.59% |
| Joseph Group Capital Management | 30,886 | $1,470,000 | 1.41% |
| Venturi Wealth Management, LLC | 214,148 | $10,193,000 | 0.77% |
| Linscomb & Williams, Inc. | 226,260 | $10,770,000 | 0.51% |
| Truadvice, LLC | 11,674 | $529,000 | 0.50% |
| Collaborative Wealth Managment Inc. | 12,969 | $617,000 | 0.34% |
| Avant Capital LLC | 5,585 | $266,000 | 0.29% |
| XML Financial, LLC | 50,380 | $2,398,000 | 0.29% |
| LVM CAPITAL MANAGEMENT LTD/MI | 40,898 | $1,947,000 | 0.26% |