WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 68 filers reported holding WISDOMTREE TR in Q1 2021. 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 ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 475,635 | $17,085,000 | 4.99% |
| Joseph Group Capital Management | 30,799 | $1,107,000 | 1.21% |
| Venturi Wealth Management, LLC | 241,547 | $8,683,000 | 0.83% |
| Collaborative Wealth Managment Inc. | 20,468 | $736,000 | 0.52% |
| Linscomb Wealth, Inc. | 196,108 | $7,050,000 | 0.43% |
| CERTUITY, LLC | 50,422 | $1,813,000 | 0.42% |
| LVM CAPITAL MANAGEMENT LTD/MI | 64,426 | $2,316,000 | 0.35% |
| XML Financial, LLC | 58,891 | $2,117,000 | 0.29% |
| Truadvice, LLC | 10,937 | $448,000 | 0.25% |
| My Legacy Advisors, LLC | 12,073 | $450,000 | 0.23% |