WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 82 filers reported holding WISDOMTREE TR in Q2 2023. 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 ↓ |
---|---|---|---|
Linscomb Wealth, Inc. | 326,498 | $11,323,000 | 0.95% |
Intelligence Driven Advisers, LLC | 44,503 | $1,543,000 | 0.84% |
Cardan Capital Partners, LLC | 149,675 | $5,191,000 | 0.84% |
ACG Wealth | 162,528 | $5,636,000 | 0.76% |
Clearwater Capital Advisors, LLC | 78,494 | $2,722,000 | 0.51% |
LVM CAPITAL MANAGEMENT LTD/MI | 62,385 | $2,163,000 | 0.50% |
Starfire Investment Advisers, Inc. | 24,089 | $835,000 | 0.38% |
Omega Financial Group, LLC | 14,002 | $486,000 | 0.36% |
Denver PWM, LLC | 13,842 | $497,000 | 0.32% |
CADENCE BANK NA | 21,000 | $728,000 | 0.28% |