WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 96 filers reported holding WISDOMTREE TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $248,017 | -0.9% | 5,265 | +4.5% | 0.08% | +3.8% |
| Q1 2024 | $250,167 | +3.0% | 5,040 | -1.5% | 0.08% | +1.3% |
| Q4 2023 | $242,780 | +15.2% | 5,118 | 0.0% | 0.08% | +4.0% |
| 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 ↓ |
|---|---|---|---|
| Adams Chetwood Wealth Management LLC | 102,107 | $4,530,000 | 3.28% |
| Private Wealth Strategies, L.L.C. | 225,938 | $10,025,000 | 2.51% |
| Linscomb Wealth, Inc. | 248,054 | $11,006,000 | 0.57% |
| Truadvice, LLC | 11,360 | $550,000 | 0.50% |
| XML Financial, LLC | 48,340 | $2,145,000 | 0.29% |
| LVM CAPITAL MANAGEMENT LTD/MI | 42,350 | $1,879,000 | 0.28% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 23,544 | $1,045,000 | 0.18% |
| Princeton Global Asset Management LLC | 13,343 | $592,000 | 0.18% |
| CADENCE BANK NA | 7,609 | $337,000 | 0.10% |
| CAPITAL MANAGEMENT CORP /VA | 9,000 | $399,000 | 0.09% |