WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 83 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $402,097 | -8.9% | 9,762 | -6.2% | 0.00% | 0.0% |
| Q2 2023 | $441,357 | -8.6% | 10,402 | -10.5% | 0.00% | 0.0% |
| Q1 2023 | $483,043 | +34.0% | 11,620 | +29.6% | 0.00% | 0.0% |
| Q4 2022 | $360,603 | +34.1% | 8,968 | +20.0% | 0.00% | 0.0% |
| Q3 2022 | $269,000 | -5.3% | 7,474 | +4.4% | 0.00% | 0.0% |
| Q2 2022 | $284,000 | -91.0% | 7,157 | -94.3% | 0.00% | -92.9% |
| Q1 2020 | $3,156,000 | -35.1% | 125,595 | -2.7% | 0.01% | -12.5% |
| Q4 2019 | $4,866,000 | +8.8% | 129,050 | +2.7% | 0.02% | 0.0% |
| Q3 2019 | $4,473,000 | +1.1% | 125,707 | +0.9% | 0.02% | -5.9% |
| Q2 2019 | $4,425,000 | +12.0% | 124,551 | +9.3% | 0.02% | +6.2% |
| Q1 2019 | $3,951,000 | – | 113,919 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stokes Capital Advisors, LLC | 44,279 | $1,582,000 | 1.07% |
| Linscomb Wealth, Inc. | 290,390 | $10,374,000 | 0.85% |
| Clearwater Capital Advisors, LLC | 107,887 | $3,854,000 | 0.85% |
| LVM CAPITAL MANAGEMENT LTD/MI | 67,805 | $2,422,000 | 0.55% |
| Seneca House Advisors | 12,959 | $463,000 | 0.40% |
| Gemmer Asset Management LLC | 24,318 | $869,000 | 0.30% |
| Denver PWM, LLC | 9,795 | $341,000 | 0.26% |
| Sargent Bickham Lagudis LLC | 58,893 | $2,104,000 | 0.25% |
| CADENCE BANK NA | 14,984 | $536,000 | 0.20% |
| YorkBridge Wealth Partners, LLC | 7,511 | $254,000 | 0.12% |