WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 67 filers reported holding WISDOMTREE TR in Q3 2021. 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 ↓ |
|---|---|---|---|
| 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% |