WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 74 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $12,681,950 | +14.1% | 307,889 | +17.6% | 0.01% | +12.5% |
Q2 2023 | $11,112,335 | +31.3% | 261,898 | +28.6% | 0.01% | +14.3% |
Q1 2023 | $8,464,823 | +26.4% | 203,628 | +22.2% | 0.01% | +16.7% |
Q4 2022 | $6,698,639 | +6.9% | 166,591 | -4.4% | 0.01% | 0.0% |
Q3 2022 | $6,264,000 | -6.1% | 174,253 | +3.6% | 0.01% | 0.0% |
Q2 2022 | $6,674,000 | -3.1% | 168,151 | +8.9% | 0.01% | 0.0% |
Q1 2022 | $6,888,000 | -3.7% | 154,379 | +2.8% | 0.01% | 0.0% |
Q4 2021 | $7,150,000 | +53.0% | 150,215 | +42.6% | 0.01% | +50.0% |
Q3 2021 | $4,674,000 | +18.2% | 105,345 | +23.8% | 0.00% | 0.0% |
Q2 2021 | $3,953,000 | +57.7% | 85,070 | +56.2% | 0.00% | +33.3% |
Q1 2021 | $2,507,000 | +31.3% | 54,450 | +12.8% | 0.00% | +50.0% |
Q4 2020 | $1,909,000 | +43.0% | 48,275 | +11.0% | 0.00% | 0.0% |
Q3 2020 | $1,335,000 | -15.3% | 43,481 | -17.2% | 0.00% | -33.3% |
Q2 2020 | $1,577,000 | +54.6% | 52,507 | +29.3% | 0.00% | +50.0% |
Q1 2020 | $1,020,000 | -22.6% | 40,604 | +16.3% | 0.00% | 0.0% |
Q4 2019 | $1,317,000 | +2.7% | 34,919 | -3.2% | 0.00% | -33.3% |
Q3 2019 | $1,283,000 | -9.7% | 36,055 | -9.9% | 0.00% | 0.0% |
Q2 2019 | $1,421,000 | +5.3% | 40,000 | +2.7% | 0.00% | 0.0% |
Q1 2019 | $1,350,000 | +23.2% | 38,933 | +10.6% | 0.00% | 0.0% |
Q4 2018 | $1,096,000 | -25.4% | 35,193 | -9.7% | 0.00% | -25.0% |
Q3 2018 | $1,469,000 | +12.3% | 38,975 | +9.3% | 0.00% | +33.3% |
Q2 2018 | $1,308,000 | -31.5% | 35,654 | -35.9% | 0.00% | -40.0% |
Q1 2018 | $1,909,000 | -16.7% | 55,583 | -13.4% | 0.01% | -28.6% |
Q4 2017 | $2,293,000 | -19.1% | 64,193 | -21.8% | 0.01% | -30.0% |
Q3 2017 | $2,834,000 | -24.7% | 82,138 | -27.4% | 0.01% | -28.6% |
Q2 2017 | $3,762,000 | -20.2% | 113,152 | -21.9% | 0.01% | -56.2% |
Q1 2017 | $4,716,000 | +4.4% | 144,942 | +9.3% | 0.03% | -5.9% |
Q4 2016 | $4,517,000 | +54.7% | 132,553 | +38.5% | 0.03% | +21.4% |
Q3 2016 | $2,919,000 | +29.0% | 95,683 | +21.3% | 0.03% | +47.4% |
Q2 2016 | $2,263,000 | +26.7% | 78,867 | +21.8% | 0.02% | +280.0% |
Q1 2016 | $1,786,000 | +41.1% | 64,758 | +33.0% | 0.01% | +25.0% |
Q4 2015 | $1,266,000 | +201.4% | 48,692 | +214.1% | 0.00% | +100.0% |
Q3 2015 | $420,000 | +9.4% | 15,502 | +18.1% | 0.00% | 0.0% |
Q2 2015 | $384,000 | -1.3% | 13,130 | +1.4% | 0.00% | 0.0% |
Q1 2015 | $389,000 | +22.3% | 12,952 | +19.3% | 0.00% | 0.0% |
Q4 2014 | $318,000 | +45.9% | 10,857 | +32.1% | 0.00% | +100.0% |
Q3 2014 | $218,000 | – | 8,218 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Private Wealth Strategies, L.L.C. | 471,320 | $18,693,000 | 5.21% |
Joseph Group Capital Management | 31,150 | $1,236,000 | 1.24% |
Venturi Wealth Management, LLC | 233,587 | $9,271,000 | 0.83% |
CERTUITY, LLC | 50,650 | $2,010,000 | 0.52% |
Collaborative Wealth Managment Inc. | 18,986 | $754,000 | 0.50% |
XML Financial, LLC | 53,509 | $2,124,000 | 0.48% |
Linscomb & Williams, Inc. | 198,945 | $7,896,000 | 0.45% |
Avant Capital LLC | 5,476 | $217,000 | 0.28% |
LVM CAPITAL MANAGEMENT LTD/MI | 46,983 | $1,865,000 | 0.27% |
Truadvice, LLC | 11,163 | $474,000 | 0.25% |