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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $26,000 | +18.2% | 865 | -0.1% | 0.01% | 0.0% |
| Q1 2020 | $22,000 | -35.3% | 866 | 0.0% | 0.01% | -22.2% |
| Q4 2019 | $34,000 | +6.2% | 866 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $32,000 | 0.0% | 866 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $32,000 | +6.7% | 866 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $30,000 | +7.1% | 866 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $28,000 | -17.6% | 866 | 0.0% | 0.01% | -10.0% |
| Q3 2018 | $34,000 | +325.0% | 866 | +355.8% | 0.01% | +233.3% |
| Q2 2018 | $8,000 | -99.9% | 190 | 0.0% | 0.00% | +50.0% |
| Q1 2018 | $6,528,000 | -3.8% | 190 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $6,788,000 | – | 190 | – | 0.00% | – |
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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% |