WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 79 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $210,795 | -17.4% | 5,118 | -15.0% | 0.08% | -9.6% |
| Q2 2023 | $255,328 | -41.2% | 6,018 | -42.4% | 0.08% | +10.7% |
| Q1 2023 | $434,292 | +87.8% | 10,448 | +81.7% | 0.08% | -9.6% |
| Q4 2022 | $231,248 | +12.8% | 5,751 | +0.9% | 0.08% | +9.2% |
| Q3 2022 | $205,000 | -8.9% | 5,701 | +0.4% | 0.08% | -6.2% |
| Q2 2022 | $225,000 | -10.4% | 5,681 | +1.0% | 0.08% | +8.0% |
| Q1 2022 | $251,000 | -12.8% | 5,626 | -7.0% | 0.08% | -6.2% |
| Q4 2021 | $288,000 | +12.9% | 6,052 | +5.2% | 0.08% | 0.0% |
| Q3 2021 | $255,000 | -4.5% | 5,752 | 0.0% | 0.08% | +2.6% |
| Q2 2021 | $267,000 | +3.9% | 5,752 | +2.8% | 0.08% | -2.5% |
| Q1 2021 | $257,000 | +15.2% | 5,597 | -0.5% | 0.08% | +1.3% |
| Q4 2020 | $223,000 | – | 5,627 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 475,635 | $17,085,000 | 4.99% |
| Joseph Group Capital Management | 30,799 | $1,107,000 | 1.21% |
| Venturi Wealth Management, LLC | 241,547 | $8,683,000 | 0.83% |
| Collaborative Wealth Managment Inc. | 20,468 | $736,000 | 0.52% |
| Linscomb & Williams, Inc. | 196,108 | $7,050,000 | 0.43% |
| CERTUITY, LLC | 50,422 | $1,813,000 | 0.42% |
| LVM CAPITAL MANAGEMENT LTD/MI | 64,426 | $2,316,000 | 0.35% |
| XML Financial, LLC | 58,891 | $2,117,000 | 0.29% |
| Truadvice, LLC | 10,937 | $448,000 | 0.25% |
| My Legacy Advisors, LLC | 12,073 | $450,000 | 0.23% |