WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 68 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,413,829 | -12.3% | 155,713 | -9.6% | 0.38% | -4.8% |
| Q2 2023 | $7,309,427 | -6.0% | 172,270 | -7.9% | 0.39% | -3.4% |
| Q1 2023 | $7,773,630 | +1.2% | 187,001 | -2.1% | 0.41% | +4.6% |
| Q4 2022 | $7,680,006 | +8.9% | 190,997 | -2.6% | 0.39% | -8.9% |
| Q3 2022 | $7,050,000 | -10.7% | 196,108 | -1.4% | 0.43% | -5.5% |
| Q2 2022 | $7,896,000 | -18.6% | 198,945 | -8.5% | 0.45% | -2.2% |
| Q1 2022 | $9,699,000 | -9.9% | 217,375 | -3.9% | 0.46% | -9.9% |
| Q4 2021 | $10,770,000 | -2.1% | 226,260 | -8.8% | 0.51% | -9.3% |
| Q3 2021 | $11,006,000 | -8.4% | 248,054 | -4.0% | 0.57% | -7.8% |
| Q2 2021 | $12,012,000 | -1.6% | 258,487 | -2.5% | 0.62% | -7.4% |
| Q1 2021 | $12,202,000 | +10.9% | 265,038 | -4.7% | 0.66% | +1.1% |
| Q4 2020 | $11,003,000 | +25.1% | 278,200 | -2.9% | 0.66% | +8.4% |
| Q3 2020 | $8,798,000 | -3.3% | 286,554 | -5.4% | 0.61% | -8.9% |
| Q2 2020 | $9,094,000 | +17.3% | 302,843 | -1.8% | 0.66% | -2.9% |
| Q1 2020 | $7,750,000 | -37.2% | 308,395 | -5.8% | 0.68% | -14.9% |
| Q4 2019 | $12,342,000 | +5.1% | 327,297 | -0.8% | 0.80% | -14.7% |
| Q3 2019 | $11,743,000 | +0.2% | 330,043 | +0.1% | 0.94% | -1.8% |
| Q2 2019 | $11,716,000 | +3.5% | 329,747 | +1.0% | 0.96% | +0.8% |
| Q1 2019 | $11,323,000 | +14.7% | 326,498 | +3.1% | 0.95% | +2.1% |
| Q4 2018 | $9,869,000 | -14.7% | 316,819 | +3.3% | 0.93% | -1.8% |
| Q3 2018 | $11,568,000 | +4.0% | 306,845 | +1.2% | 0.95% | +0.4% |
| Q2 2018 | $11,123,000 | +7.7% | 303,151 | +0.9% | 0.95% | +7.7% |
| Q1 2018 | $10,326,000 | -0.5% | 300,587 | +3.5% | 0.88% | +3.1% |
| Q4 2017 | $10,374,000 | +5.7% | 290,390 | +2.1% | 0.85% | +1.1% |
| Q3 2017 | $9,816,000 | +7.1% | 284,490 | +3.2% | 0.84% | +2.8% |
| Q2 2017 | $9,168,000 | +2.4% | 275,729 | +1.9% | 0.82% | +1.2% |
| Q1 2017 | $8,950,000 | +2.5% | 270,634 | +5.4% | 0.81% | -0.2% |
| Q4 2016 | $8,731,000 | +22.6% | 256,863 | +11.2% | 0.81% | +17.3% |
| Q3 2016 | $7,121,000 | +22.3% | 230,906 | +13.6% | 0.69% | +17.9% |
| Q2 2016 | $5,823,000 | +6.2% | 203,177 | +4.7% | 0.59% | -1.0% |
| Q1 2016 | $5,481,000 | +14.4% | 194,083 | +7.5% | 0.59% | +9.2% |
| Q4 2015 | $4,792,000 | +9.0% | 180,609 | +6.7% | 0.54% | +5.0% |
| Q3 2015 | $4,398,000 | +2.7% | 169,274 | +16.5% | 0.52% | +10.7% |
| Q2 2015 | $4,282,000 | +3.9% | 145,314 | +6.2% | 0.47% | +5.7% |
| Q1 2015 | $4,122,000 | +7.0% | 136,847 | +4.0% | 0.44% | +3.8% |
| Q4 2014 | $3,852,000 | +6.6% | 131,635 | -1.6% | 0.43% | +6.8% |
| Q3 2014 | $3,614,000 | +5.3% | 133,764 | +12.2% | 0.40% | +10.2% |
| Q2 2014 | $3,432,000 | +117.1% | 119,208 | +114.3% | 0.36% | +108.0% |
| Q1 2014 | $1,581,000 | +90.7% | 55,614 | +91.9% | 0.17% | +70.6% |
| Q4 2013 | $829,000 | +198.2% | 28,987 | +170.9% | 0.10% | +183.3% |
| Q3 2013 | $278,000 | – | 10,700 | – | 0.04% | – |
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 Wealth, 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% |