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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stokes Capital Advisors, LLC | 44,279 | $1,582,000 | 1.07% |
| Linscomb Wealth, Inc. | 290,390 | $10,374,000 | 0.85% |
| Clearwater Capital Advisors, LLC | 107,887 | $3,854,000 | 0.85% |
| LVM CAPITAL MANAGEMENT LTD/MI | 67,805 | $2,422,000 | 0.55% |
| Seneca House Advisors | 12,959 | $463,000 | 0.40% |
| Gemmer Asset Management LLC | 24,318 | $869,000 | 0.30% |
| Denver PWM, LLC | 9,795 | $341,000 | 0.26% |
| Sargent Bickham Lagudis LLC | 58,893 | $2,104,000 | 0.25% |
| CADENCE BANK NA | 14,984 | $536,000 | 0.20% |
| YorkBridge Wealth Partners, LLC | 7,511 | $254,000 | 0.12% |