WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 69 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $863,763 | -11.5% | 18,680 | -11.0% | 0.02% | -10.7% |
| Q2 2023 | $975,930 | -0.6% | 20,990 | -2.1% | 0.03% | -6.7% |
| Q1 2023 | $981,738 | +104008.0% | 21,440 | 0.0% | 0.03% | -14.3% |
| Q4 2022 | $943 | -99.9% | 21,440 | -4.9% | 0.04% | -5.4% |
| Q3 2022 | $898,000 | -10.7% | 22,540 | 0.0% | 0.04% | -5.1% |
| Q2 2022 | $1,006,000 | -14.5% | 22,540 | +2.0% | 0.04% | -2.5% |
| Q1 2022 | $1,177,000 | +1.0% | 22,090 | +0.3% | 0.04% | +8.1% |
| Q4 2021 | $1,165,000 | +5.9% | 22,020 | +7.1% | 0.04% | -14.0% |
| Q3 2021 | $1,100,000 | +3.1% | 20,560 | +5.0% | 0.04% | +4.9% |
| Q2 2021 | $1,067,000 | +27.5% | 19,590 | +20.0% | 0.04% | +13.9% |
| Q1 2021 | $837,000 | +13.0% | 16,320 | +5.1% | 0.04% | +5.9% |
| Q4 2020 | $741,000 | +49.4% | 15,530 | +29.4% | 0.03% | +36.0% |
| Q3 2020 | $496,000 | +6.0% | 12,000 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $468,000 | +27.2% | 12,000 | +7.5% | 0.02% | +4.2% |
| Q1 2020 | $368,000 | – | 11,165 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stokes Capital Advisors, LLC | 44,279 | $1,582,000 | 1.07% |
| Linscomb Wealth, Inc. | 290,390 | $10,374,000 | 0.85% |
| Clearwater Capital Advisors, LLC | 107,887 | $3,854,000 | 0.85% |
| LVM CAPITAL MANAGEMENT LTD/MI | 67,805 | $2,422,000 | 0.55% |
| Seneca House Advisors | 12,959 | $463,000 | 0.40% |
| Gemmer Asset Management LLC | 24,318 | $869,000 | 0.30% |
| Denver PWM, LLC | 9,795 | $341,000 | 0.26% |
| Sargent Bickham Lagudis LLC | 58,893 | $2,104,000 | 0.25% |
| CADENCE BANK NA | 14,984 | $536,000 | 0.20% |
| YorkBridge Wealth Partners, LLC | 7,511 | $254,000 | 0.12% |