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. | 460,845 | $20,575,000 | 5.08% |
| Adams Chetwood Wealth Management LLC | 103,457 | $4,616,000 | 2.62% |
| Joseph Group Capital Management | 30,201 | $1,348,000 | 1.36% |
| Venturi Wealth Management, LLC | 233,218 | $10,406,000 | 0.80% |
| Linscomb Wealth, Inc. | 217,375 | $9,699,000 | 0.46% |
| Avant Capital LLC | 5,476 | $244,000 | 0.27% |
| XML Financial, LLC | 51,346 | $2,291,000 | 0.27% |
| Truadvice, LLC | 11,193 | $470,000 | 0.26% |
| LVM CAPITAL MANAGEMENT LTD/MI | 43,073 | $1,922,000 | 0.25% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 23,095 | $1,031,000 | 0.17% |