WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 7 filers reported holding WISDOMTREE TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $731,081 | -50.7% | 17,749 | -49.2% | 0.00% | – |
| Q2 2023 | $1,481,783 | +16.3% | 34,923 | +13.9% | 0.00% | – |
| Q1 2023 | $1,274,536 | +120.1% | 30,660 | +112.9% | 0.00% | – |
| Q4 2022 | $579,104 | -43.2% | 14,402 | -49.2% | 0.00% | – |
| Q3 2022 | $1,019,000 | +19.7% | 28,340 | +32.1% | 0.00% | – |
| Q2 2022 | $851,000 | -27.9% | 21,449 | -19.4% | 0.00% | – |
| Q3 2021 | $1,181,000 | +459.7% | 26,612 | +486.9% | 0.00% | – |
| Q2 2021 | $211,000 | -66.0% | 4,534 | -71.1% | 0.00% | – |
| Q4 2020 | $620,000 | +15.9% | 15,666 | -10.1% | 0.00% | – |
| Q3 2020 | $535,000 | -54.7% | 17,429 | -55.6% | 0.00% | – |
| Q2 2020 | $1,180,000 | +51.9% | 39,297 | +27.1% | 0.00% | – |
| Q1 2020 | $777,000 | -71.3% | 30,927 | -59.4% | 0.00% | – |
| Q2 2019 | $2,706,000 | +136.7% | 76,200 | +131.1% | 0.00% | – |
| Q1 2019 | $1,143,000 | +426.7% | 32,972 | +472.4% | 0.00% | – |
| Q3 2018 | $217,000 | -55.6% | 5,760 | -56.8% | 0.00% | – |
| Q2 2018 | $489,000 | +55.7% | 13,329 | +45.7% | 0.00% | – |
| Q1 2018 | $314,000 | -74.9% | 9,148 | -73.9% | 0.00% | – |
| Q4 2017 | $1,251,000 | +392.5% | 35,021 | +358.9% | 0.00% | – |
| Q2 2017 | $254,000 | -63.8% | 7,632 | -64.1% | 0.00% | – |
| Q1 2017 | $702,000 | -10.5% | 21,231 | -22.4% | 0.00% | – |
| Q2 2016 | $784,000 | -23.1% | 27,352 | -24.2% | 0.00% | -100.0% |
| Q1 2016 | $1,019,000 | -49.5% | 36,072 | -52.6% | 0.00% | 0.0% |
| Q4 2015 | $2,019,000 | +568.5% | 76,103 | +555.6% | 0.00% | – |
| Q3 2015 | $302,000 | -48.8% | 11,609 | -42.0% | 0.00% | – |
| Q2 2015 | $590,000 | -78.6% | 20,024 | -78.8% | 0.00% | -100.0% |
| Q4 2014 | $2,758,000 | +32.6% | 94,234 | +22.4% | 0.00% | 0.0% |
| Q3 2014 | $2,080,000 | +73.6% | 76,973 | +85.0% | 0.00% | 0.0% |
| Q2 2014 | $1,198,000 | – | 41,618 | – | 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% |