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 | $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 ↓ |
|---|---|---|---|
| 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% |