WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 70 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $509,930 | -3.0% | 10,824 | +2.2% | 0.00% | 0.0% |
| Q1 2024 | $525,573 | -27.4% | 10,588 | -30.6% | 0.00% | 0.0% |
| Q4 2023 | $723,927 | +41.7% | 15,258 | +23.0% | 0.00% | 0.0% |
| 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. | 495,994 | $20,618,286 | 5.22% |
| KLR INVESTMENT ADVISORS, LLC | 34,417 | $1,430,802 | 1.26% |
| Joseph Group Capital Management | 28,478 | $1,183,830 | 1.04% |
| Collaborative Wealth Managment Inc. | 28,151 | $1,170,237 | 0.74% |
| LVM CAPITAL MANAGEMENT LTD/MI | 86,696 | $3,604 | 0.50% |
| Linscomb Wealth, Inc. | 187,001 | $7,773,630 | 0.41% |
| XML Financial, LLC | 67,654 | $2,812,377 | 0.34% |
| CERTUITY, LLC | 47,611 | $1,979,187 | 0.29% |
| Avant Capital LLC | 5,261 | $218,713 | 0.25% |
| Truadvice, LLC | 10,814 | $438,508 | 0.17% |