WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 60 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $638,273 | -8.3% | 15,496 | -5.5% | 0.00% | 0.0% |
| Q2 2023 | $696,124 | -2.8% | 16,406 | -4.8% | 0.00% | 0.0% |
| Q1 2023 | $716,309 | +2.5% | 17,231 | -0.9% | 0.00% | 0.0% |
| Q4 2022 | $698,847 | -4.3% | 17,380 | -14.4% | 0.00% | 0.0% |
| Q3 2022 | $730,000 | -10.2% | 20,299 | -0.9% | 0.00% | 0.0% |
| Q2 2022 | $813,000 | -12.2% | 20,474 | -1.3% | 0.00% | 0.0% |
| Q1 2022 | $926,000 | -6.3% | 20,754 | +0.0% | 0.00% | -50.0% |
| Q4 2021 | $988,000 | +5.2% | 20,751 | -1.9% | 0.00% | 0.0% |
| Q3 2021 | $939,000 | -4.4% | 21,162 | +0.2% | 0.00% | 0.0% |
| Q2 2021 | $982,000 | +1.0% | 21,122 | +0.0% | 0.00% | 0.0% |
| Q1 2021 | $972,000 | +22.1% | 21,113 | +5.0% | 0.00% | 0.0% |
| Q4 2020 | $796,000 | +19.9% | 20,117 | -6.9% | 0.00% | 0.0% |
| Q3 2020 | $664,000 | +192.5% | 21,613 | +259.0% | 0.00% | +100.0% |
| Q4 2019 | $227,000 | +6.1% | 6,020 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $214,000 | – | 6,020 | – | 0.00% | – |
Download | ||||||
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% |