WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 82 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,042,808 | -1.5% | 25,317 | +1.5% | 0.01% | 0.0% |
| Q2 2023 | $1,058,563 | -6.8% | 24,948 | -8.6% | 0.01% | -18.2% |
| Q1 2023 | $1,135,192 | -44.9% | 27,308 | -46.7% | 0.01% | -52.2% |
| Q4 2022 | $2,060,439 | -37.8% | 51,242 | -44.4% | 0.02% | -45.2% |
| Q3 2022 | $3,312,000 | -24.0% | 92,131 | -16.1% | 0.04% | -30.0% |
| Q2 2022 | $4,359,000 | – | 109,835 | – | 0.06% | – |
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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% |