WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 82 filers reported holding WISDOMTREE TR in Q1 2023. 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 ↓ |
|---|---|---|---|
| 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% |