WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 74 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,059 | +4.2% | 98,555 | +7.4% | 0.57% | +9.8% |
Q2 2023 | $3,895 | +8.1% | 91,806 | +5.9% | 0.52% | +4.2% |
Q1 2023 | $3,604 | +24.9% | 86,696 | +20.8% | 0.50% | +19.6% |
Q4 2022 | $2,886 | -99.9% | 71,776 | +11.4% | 0.42% | +18.1% |
Q3 2022 | $2,316,000 | +24.2% | 64,426 | +37.1% | 0.35% | +31.1% |
Q2 2022 | $1,865,000 | -3.0% | 46,983 | +9.1% | 0.27% | +6.3% |
Q1 2022 | $1,922,000 | -1.3% | 43,073 | +5.3% | 0.25% | -2.3% |
Q4 2021 | $1,947,000 | +3.6% | 40,898 | -3.4% | 0.26% | -8.1% |
Q3 2021 | $1,879,000 | -4.7% | 42,350 | -0.2% | 0.28% | -6.0% |
Q2 2021 | $1,971,000 | +1.4% | 42,415 | +0.5% | 0.30% | -4.4% |
Q1 2021 | $1,943,000 | +14.9% | 42,195 | -1.3% | 0.32% | +10.5% |
Q4 2020 | $1,691,000 | +28.7% | 42,750 | -0.1% | 0.28% | +11.8% |
Q3 2020 | $1,314,000 | -32.0% | 42,800 | -33.5% | 0.26% | -35.6% |
Q2 2020 | $1,933,000 | +6.8% | 64,365 | -10.6% | 0.40% | -11.2% |
Q1 2020 | $1,810,000 | -32.1% | 72,035 | +1.9% | 0.45% | -15.2% |
Q4 2019 | $2,666,000 | +7.5% | 70,710 | +1.4% | 0.53% | -0.2% |
Q3 2019 | $2,480,000 | +8.1% | 69,710 | +7.9% | 0.53% | +0.8% |
Q2 2019 | $2,295,000 | +6.1% | 64,585 | +3.5% | 0.52% | +5.4% |
Q1 2019 | $2,163,000 | +15.9% | 62,385 | +4.1% | 0.50% | +1.4% |
Q4 2018 | $1,867,000 | -23.1% | 59,935 | -6.9% | 0.49% | -11.7% |
Q3 2018 | $2,428,000 | -12.5% | 64,400 | -14.9% | 0.55% | -17.2% |
Q2 2018 | $2,776,000 | +14.5% | 75,655 | +7.2% | 0.67% | +19.7% |
Q1 2018 | $2,425,000 | +0.1% | 70,595 | +4.1% | 0.56% | +2.0% |
Q4 2017 | $2,422,000 | +9.9% | 67,805 | +6.2% | 0.55% | +4.2% |
Q3 2017 | $2,203,000 | +12.6% | 63,835 | +8.5% | 0.53% | +5.4% |
Q2 2017 | $1,956,000 | +50.5% | 58,835 | +49.7% | 0.50% | +49.4% |
Q1 2017 | $1,300,000 | +92.9% | 39,310 | +98.2% | 0.33% | +79.6% |
Q4 2016 | $674,000 | +26.7% | 19,830 | +6.9% | 0.19% | +20.8% |
Q2 2016 | $532,000 | +43.8% | 18,555 | +41.6% | 0.15% | +31.6% |
Q1 2016 | $370,000 | +19.4% | 13,100 | +12.0% | 0.12% | +6.4% |
Q4 2015 | $310,000 | – | 11,700 | – | 0.11% | – |
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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% |