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 | $1,824,358 | +1.1% | 44,291 | +4.2% | 0.00% | 0.0% |
| Q2 2023 | $1,804,396 | +2.2% | 42,526 | +0.2% | 0.00% | 0.0% |
| Q1 2023 | $1,765,075 | +12.7% | 42,460 | +9.0% | 0.00% | 0.0% |
| Q4 2022 | $1,565,881 | +25.3% | 38,943 | +12.0% | 0.00% | 0.0% |
| Q3 2022 | $1,250,000 | +484.1% | 34,771 | +544.7% | 0.00% | – |
| Q2 2022 | $214,000 | +3.9% | 5,393 | +17.0% | 0.00% | – |
| Q1 2022 | $206,000 | -1.0% | 4,610 | +5.4% | 0.00% | – |
| Q4 2021 | $208,000 | -23.0% | 4,374 | -25.3% | 0.00% | – |
| Q1 2021 | $270,000 | -33.5% | 5,854 | -43.0% | 0.00% | – |
| Q4 2020 | $406,000 | +8.8% | 10,266 | -15.4% | 0.00% | – |
| Q3 2020 | $373,000 | -12.0% | 12,137 | -14.0% | 0.00% | – |
| Q2 2020 | $424,000 | +55.9% | 14,108 | +84.5% | 0.00% | – |
| Q2 2019 | $272,000 | +3.4% | 7,647 | +0.8% | 0.00% | – |
| Q1 2019 | $263,000 | -81.1% | 7,588 | -83.0% | 0.00% | -100.0% |
| Q4 2018 | $1,388,000 | +9153.3% | 44,560 | +10848.4% | 0.00% | – |
| Q2 2018 | $15,000 | +7.1% | 407 | 0.0% | 0.00% | – |
| Q1 2018 | $14,000 | -81.3% | 407 | -80.7% | 0.00% | – |
| Q4 2017 | $75,000 | +2.7% | 2,104 | -1.0% | 0.00% | – |
| Q3 2017 | $73,000 | +2.8% | 2,126 | 0.0% | 0.00% | – |
| Q2 2017 | $71,000 | 0.0% | 2,126 | -1.2% | 0.00% | – |
| Q1 2017 | $71,000 | -2.7% | 2,152 | 0.0% | 0.00% | – |
| Q4 2016 | $73,000 | +2.8% | 2,152 | -6.6% | 0.00% | – |
| Q3 2016 | $71,000 | – | 2,303 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adams Chetwood Wealth Management LLC | 102,825 | $4,894,000 | 3.32% |
| Private Wealth Strategies, L.L.C. | 236,043 | $11,232,000 | 2.59% |
| Joseph Group Capital Management | 30,886 | $1,470,000 | 1.41% |
| Venturi Wealth Management, LLC | 214,148 | $10,193,000 | 0.77% |
| Linscomb & Williams, Inc. | 226,260 | $10,770,000 | 0.51% |
| Truadvice, LLC | 11,674 | $529,000 | 0.50% |
| Collaborative Wealth Managment Inc. | 12,969 | $617,000 | 0.34% |
| Avant Capital LLC | 5,585 | $266,000 | 0.29% |
| XML Financial, LLC | 50,380 | $2,398,000 | 0.29% |
| LVM CAPITAL MANAGEMENT LTD/MI | 40,898 | $1,947,000 | 0.26% |