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 | $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% | – |
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% |