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 | $510,839 | +185.8% | 12,402 | +194.4% | 0.00% | – |
| Q2 2023 | $178,715 | +22.1% | 4,212 | +19.6% | 0.00% | – |
| Q1 2023 | $146,368 | +3.4% | 3,521 | 0.0% | 0.00% | – |
| Q4 2022 | $141,580 | +17.0% | 3,521 | +4.4% | 0.00% | – |
| Q3 2022 | $121,000 | +168.9% | 3,373 | +198.0% | 0.00% | – |
| Q2 2022 | $45,000 | +18.4% | 1,132 | +33.8% | 0.00% | – |
| Q1 2022 | $38,000 | -5.0% | 846 | 0.0% | 0.00% | – |
| Q4 2021 | $40,000 | +344.4% | 846 | +323.0% | 0.00% | – |
| Q3 2021 | $9,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q2 2021 | $9,000 | -30.8% | 200 | -28.3% | 0.00% | – |
| Q1 2021 | $13,000 | -18.8% | 279 | -30.2% | 0.00% | – |
| Q4 2020 | $16,000 | +33.3% | 400 | 0.0% | 0.00% | – |
| Q3 2020 | $12,000 | 0.0% | 400 | 0.0% | 0.00% | – |
| Q2 2020 | $12,000 | +20.0% | 400 | 0.0% | 0.00% | – |
| Q1 2020 | $10,000 | -33.3% | 400 | 0.0% | 0.00% | – |
| Q4 2019 | $15,000 | +7.1% | 400 | 0.0% | 0.00% | – |
| Q3 2019 | $14,000 | 0.0% | 400 | 0.0% | 0.00% | – |
| Q2 2019 | $14,000 | 0.0% | 400 | 0.0% | 0.00% | – |
| Q1 2019 | $14,000 | +16.7% | 400 | 0.0% | 0.00% | – |
| Q4 2018 | $12,000 | -20.0% | 400 | 0.0% | 0.00% | – |
| Q3 2018 | $15,000 | +114.3% | 400 | +100.0% | 0.00% | – |
| Q2 2018 | $7,000 | – | 200 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 475,635 | $17,085,000 | 4.99% |
| Joseph Group Capital Management | 30,799 | $1,107,000 | 1.21% |
| Venturi Wealth Management, LLC | 241,547 | $8,683,000 | 0.83% |
| Collaborative Wealth Managment Inc. | 20,468 | $736,000 | 0.52% |
| Linscomb & Williams, Inc. | 196,108 | $7,050,000 | 0.43% |
| CERTUITY, LLC | 50,422 | $1,813,000 | 0.42% |
| LVM CAPITAL MANAGEMENT LTD/MI | 64,426 | $2,316,000 | 0.35% |
| XML Financial, LLC | 58,891 | $2,117,000 | 0.29% |
| Truadvice, LLC | 10,937 | $448,000 | 0.25% |
| My Legacy Advisors, LLC | 12,073 | $450,000 | 0.23% |