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 2023 | $268 | -2.9% | 6,524 | 0.0% | 0.02% | -4.2% |
| Q2 2023 | $276 | +3.4% | 6,524 | +1.6% | 0.02% | -4.0% |
| Q1 2023 | $267 | +27.1% | 6,424 | +23.1% | 0.02% | +19.0% |
| Q4 2022 | $210 | -99.9% | 5,219 | +1.3% | 0.02% | +5.0% |
| Q3 2022 | $186,000 | -9.3% | 5,152 | 0.0% | 0.02% | -33.3% |
| Q2 2022 | $205,000 | -10.5% | 5,152 | 0.0% | 0.03% | +15.4% |
| Q1 2022 | $229,000 | -0.4% | 5,152 | +6.9% | 0.03% | -7.1% |
| Q4 2021 | $230,000 | +12.7% | 4,818 | +4.7% | 0.03% | +3.7% |
| Q3 2021 | $204,000 | +3.0% | 4,602 | +8.0% | 0.03% | -6.9% |
| Q2 2021 | $198,000 | +0.5% | 4,260 | 0.0% | 0.03% | -35.6% |
| Q1 2021 | $197,000 | +16.6% | 4,260 | 0.0% | 0.04% | +32.4% |
| Q4 2020 | $169,000 | +29.0% | 4,260 | 0.0% | 0.03% | +17.2% |
| Q3 2020 | $131,000 | +2.3% | 4,260 | 0.0% | 0.03% | -17.1% |
| Q2 2020 | $128,000 | +18.5% | 4,260 | 0.0% | 0.04% | +9.4% |
| Q1 2020 | $108,000 | -32.9% | 4,260 | 0.0% | 0.03% | -28.9% |
| Q4 2019 | $161,000 | +5.9% | 4,260 | 0.0% | 0.04% | -11.8% |
| Q3 2019 | $152,000 | 0.0% | 4,260 | 0.0% | 0.05% | +4.1% |
| Q2 2019 | $152,000 | +19.7% | 4,260 | +16.0% | 0.05% | +11.4% |
| Q1 2019 | $127,000 | +11.4% | 3,672 | 0.0% | 0.04% | -6.4% |
| Q4 2018 | $114,000 | -18.0% | 3,672 | 0.0% | 0.05% | -9.6% |
| Q3 2018 | $139,000 | +3.0% | 3,672 | 0.0% | 0.05% | +13.0% |
| Q2 2018 | $135,000 | +7.1% | 3,672 | 0.0% | 0.05% | -25.8% |
| Q1 2018 | $126,000 | +59.5% | 3,672 | +65.9% | 0.06% | +93.8% |
| Q4 2017 | $79,000 | +71.7% | 2,214 | +67.9% | 0.03% | +45.5% |
| Q3 2017 | $46,000 | +43.8% | 1,319 | +36.1% | 0.02% | +37.5% |
| Q2 2017 | $32,000 | – | 969 | – | 0.02% | – |
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% |