WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 60 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $209,296 | -17.1% | 5,386 | -5.5% | 0.01% | -15.4% |
Q2 2023 | $252,328 | +11.8% | 5,700 | +4.1% | 0.01% | 0.0% |
Q1 2023 | $225,772 | -7.1% | 5,478 | +3.8% | 0.01% | -13.3% |
Q4 2022 | $243,024 | +10.5% | 5,279 | -2.1% | 0.02% | -6.2% |
Q3 2022 | $220,000 | -2.2% | 5,390 | +2.8% | 0.02% | 0.0% |
Q2 2022 | $225,000 | +8.2% | 5,242 | +5.0% | 0.02% | 0.0% |
Q1 2022 | $208,000 | -17.8% | 4,992 | -12.1% | 0.02% | -11.1% |
Q4 2021 | $253,000 | -5.2% | 5,680 | +3.2% | 0.02% | -5.3% |
Q3 2021 | $267,000 | -43.2% | 5,502 | -47.3% | 0.02% | +11.8% |
Q2 2021 | $470,000 | +95.0% | 10,442 | +103.3% | 0.02% | -15.0% |
Q1 2021 | $241,000 | +14.2% | 5,137 | +2.1% | 0.02% | 0.0% |
Q4 2020 | $211,000 | -4.1% | 5,030 | -28.7% | 0.02% | -25.9% |
Q2 2020 | $220,000 | +2100.0% | 7,050 | +2322.7% | 0.03% | +2600.0% |
Q3 2018 | $10,000 | 0.0% | 291 | +11.9% | 0.00% | -50.0% |
Q2 2018 | $10,000 | +25.0% | 260 | +16.6% | 0.00% | +100.0% |
Q1 2018 | $8,000 | – | 223 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Private Wealth Strategies, L.L.C. | 471,320 | $18,693,000 | 5.21% |
Joseph Group Capital Management | 31,150 | $1,236,000 | 1.24% |
Venturi Wealth Management, LLC | 233,587 | $9,271,000 | 0.83% |
CERTUITY, LLC | 50,650 | $2,010,000 | 0.52% |
Collaborative Wealth Managment Inc. | 18,986 | $754,000 | 0.50% |
XML Financial, LLC | 53,509 | $2,124,000 | 0.48% |
Linscomb & Williams, Inc. | 198,945 | $7,896,000 | 0.45% |
Avant Capital LLC | 5,476 | $217,000 | 0.28% |
LVM CAPITAL MANAGEMENT LTD/MI | 46,983 | $1,865,000 | 0.27% |
Truadvice, LLC | 11,163 | $474,000 | 0.25% |