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 2018 | $3,000 | – | 76 | – | 0.00% | – |
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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% |