WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Linscomb Wealth, Inc. | 316,819 | $9,869,000 | 0.93% |
| ACG Wealth | 167,124 | $5,206,000 | 0.80% |
| Intelligence Driven Advisers, LLC | 39,895 | $1,243,000 | 0.79% |
| Clearwater Capital Advisors, LLC | 99,102 | $3,087,000 | 0.68% |
| LVM CAPITAL MANAGEMENT LTD/MI | 59,935 | $1,867,000 | 0.49% |
| Starfire Investment Advisers, Inc. | 49,598 | $1,544,000 | 0.42% |
| Omega Financial Group, LLC | 14,216 | $443,000 | 0.39% |
| Denver PWM, LLC | 13,096 | $454,000 | 0.33% |
| CADENCE BANK NA | 18,873 | $587,000 | 0.26% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 25,775 | $803,000 | 0.18% |