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 | $486,580 | +121.8% | 11,813 | +128.5% | 0.00% | +100.0% |
| Q2 2023 | $219,355 | -70.6% | 5,170 | -72.5% | 0.00% | -71.4% |
| Q2 2022 | $747,000 | +0.7% | 18,819 | +13.2% | 0.01% | +16.7% |
| Q1 2022 | $742,000 | +1.1% | 16,630 | +7.8% | 0.01% | 0.0% |
| Q4 2021 | $734,000 | -39.7% | 15,433 | -43.8% | 0.01% | -25.0% |
| Q3 2021 | $1,217,000 | +91.1% | 27,446 | +100.3% | 0.01% | +33.3% |
| Q2 2021 | $637,000 | +8.1% | 13,700 | +7.1% | 0.01% | 0.0% |
| Q1 2021 | $589,000 | +40.6% | 12,792 | +20.5% | 0.01% | +50.0% |
| Q4 2020 | $419,000 | +5885.7% | 10,619 | +4661.9% | 0.00% | – |
| Q2 2020 | $7,000 | -97.4% | 223 | -97.1% | 0.00% | -100.0% |
| Q2 2019 | $269,000 | +13.0% | 7,568 | +10.2% | 0.01% | 0.0% |
| Q1 2019 | $238,000 | +6.2% | 6,868 | +15.5% | 0.01% | 0.0% |
| Q3 2018 | $224,000 | +2.3% | 5,945 | 0.0% | 0.01% | +25.0% |
| Q2 2018 | $219,000 | – | 5,945 | – | 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% |