WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 52 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $437,000 | -26.7% | 9,779 | -21.9% | 0.00% | 0.0% |
| Q4 2021 | $596,000 | -3.1% | 12,526 | -11.0% | 0.00% | -50.0% |
| Q3 2021 | $615,000 | -33.4% | 14,074 | -29.8% | 0.00% | -33.3% |
| Q2 2021 | $924,000 | -10.6% | 20,052 | -11.5% | 0.00% | 0.0% |
| Q1 2021 | $1,033,000 | -14.9% | 22,663 | -43.2% | 0.00% | -50.0% |
| Q3 2020 | $1,214,000 | -7.2% | 39,877 | -9.2% | 0.01% | -14.3% |
| Q2 2020 | $1,308,000 | -10.3% | 43,931 | -24.7% | 0.01% | -22.2% |
| Q1 2020 | $1,458,000 | -2.5% | 58,345 | +46.3% | 0.01% | 0.0% |
| Q4 2019 | $1,495,000 | +13.6% | 39,869 | +7.0% | 0.01% | +28.6% |
| Q3 2019 | $1,316,000 | +76.6% | 37,250 | +75.5% | 0.01% | +75.0% |
| Q2 2019 | $745,000 | +10.0% | 21,227 | +6.9% | 0.00% | -20.0% |
| Q1 2019 | $677,000 | +24.2% | 19,857 | +10.3% | 0.01% | +25.0% |
| Q4 2018 | $545,000 | +63.2% | 17,996 | +97.8% | 0.00% | +100.0% |
| Q3 2018 | $334,000 | +5.0% | 9,099 | +1.6% | 0.00% | 0.0% |
| Q2 2018 | $318,000 | – | 8,954 | – | 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% |