WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 60 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $370,710 | -2.9% | 9,000 | 0.0% | 0.08% | +2.4% |
| Q2 2023 | $381,870 | +2.1% | 9,000 | 0.0% | 0.08% | -4.7% |
| Q1 2023 | $374,130 | +3.4% | 9,000 | 0.0% | 0.09% | -3.4% |
| Q4 2022 | $361,890 | +11.7% | 9,000 | 0.0% | 0.09% | -2.2% |
| Q3 2022 | $324,000 | -9.2% | 9,000 | 0.0% | 0.09% | +3.4% |
| Q2 2022 | $357,000 | -11.2% | 9,000 | 0.0% | 0.09% | +2.3% |
| Q1 2022 | $402,000 | -6.1% | 9,000 | 0.0% | 0.09% | -3.4% |
| Q4 2021 | $428,000 | +7.3% | 9,000 | 0.0% | 0.09% | +2.3% |
| Q3 2021 | $399,000 | -4.5% | 9,000 | 0.0% | 0.09% | -2.2% |
| Q2 2021 | $418,000 | +1.0% | 9,000 | 0.0% | 0.09% | -4.3% |
| Q1 2021 | $414,000 | +16.3% | 9,000 | 0.0% | 0.09% | -4.1% |
| Q4 2020 | $356,000 | +29.0% | 9,000 | 0.0% | 0.10% | +11.5% |
| Q3 2020 | $276,000 | +2.2% | 9,000 | 0.0% | 0.09% | -3.3% |
| Q2 2020 | $270,000 | -0.4% | 9,000 | -16.7% | 0.09% | -9.1% |
| Q1 2020 | $271,000 | -74.2% | 10,800 | -61.2% | 0.10% | -63.1% |
| Q4 2019 | $1,050,000 | +173.4% | 27,850 | +157.9% | 0.27% | +155.2% |
| Q3 2019 | $384,000 | 0.0% | 10,800 | 0.0% | 0.10% | -0.9% |
| Q2 2019 | $384,000 | +2.4% | 10,800 | 0.0% | 0.11% | +2.9% |
| Q1 2019 | $375,000 | +5.6% | 10,800 | -5.3% | 0.10% | -6.4% |
| Q4 2018 | $355,000 | +35.5% | 11,400 | +63.7% | 0.11% | +64.2% |
| Q3 2018 | $262,000 | -6.8% | 6,962 | -9.1% | 0.07% | -11.8% |
| Q2 2018 | $281,000 | +12.9% | 7,662 | +5.5% | 0.08% | +13.4% |
| Q1 2018 | $249,000 | -10.1% | 7,262 | -6.4% | 0.07% | -10.7% |
| Q4 2017 | $277,000 | -2.8% | 7,762 | -6.1% | 0.08% | -7.4% |
| Q3 2017 | $285,000 | +13.5% | 8,262 | +9.3% | 0.08% | +8.0% |
| Q2 2017 | $251,000 | +9.1% | 7,562 | +8.9% | 0.08% | +5.6% |
| Q1 2017 | $230,000 | -37.0% | 6,942 | -35.4% | 0.07% | -41.8% |
| Q4 2016 | $365,000 | +11.6% | 10,747 | +1.2% | 0.12% | +0.8% |
| Q3 2016 | $327,000 | +7.6% | 10,617 | 0.0% | 0.12% | +2.5% |
| Q2 2016 | $304,000 | +5.9% | 10,617 | +4.3% | 0.12% | +6.3% |
| Q1 2016 | $287,000 | – | 10,177 | – | 0.11% | – |
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% |