WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 84 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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. | 471,320 | $18,693,000 | 5.21% |
| Joseph Group Capital Management | 31,150 | $1,236,000 | 1.24% |
| Venturi Wealth Management, LLC | 233,587 | $9,271,000 | 0.83% |
| CERTUITY, LLC | 50,650 | $2,010,000 | 0.52% |
| Collaborative Wealth Managment Inc. | 18,986 | $754,000 | 0.50% |
| XML Financial, LLC | 53,509 | $2,124,000 | 0.48% |
| Linscomb & Williams, Inc. | 198,945 | $7,896,000 | 0.45% |
| Avant Capital LLC | 5,476 | $217,000 | 0.28% |
| LVM CAPITAL MANAGEMENT LTD/MI | 46,983 | $1,865,000 | 0.27% |
| Truadvice, LLC | 11,163 | $474,000 | 0.25% |