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 | $766,761 | -9.3% | 18,615 | -6.6% | 0.13% | -5.2% |
| Q2 2023 | $845,825 | +0.8% | 19,935 | -1.2% | 0.13% | -5.0% |
| Q1 2023 | $839,011 | -4.7% | 20,183 | -7.8% | 0.14% | -10.2% |
| Q4 2022 | $880,161 | +4.5% | 21,889 | -6.5% | 0.16% | -4.8% |
| Q3 2022 | $842,000 | -6.4% | 23,415 | +3.2% | 0.16% | -3.5% |
| Q2 2022 | $900,000 | -12.7% | 22,682 | -1.8% | 0.17% | -0.6% |
| Q1 2022 | $1,031,000 | -7.6% | 23,095 | -1.5% | 0.17% | +1.8% |
| Q4 2021 | $1,116,000 | +6.8% | 23,435 | -0.5% | 0.17% | -6.1% |
| Q3 2021 | $1,045,000 | -2.2% | 23,544 | +2.5% | 0.18% | -50.8% |
| Q2 2021 | $1,068,000 | -2.6% | 22,972 | -3.6% | 0.37% | +77.7% |
| Q1 2021 | $1,097,000 | +4.1% | 23,829 | -10.5% | 0.21% | -3.3% |
| Q4 2020 | $1,054,000 | +23.9% | 26,639 | +3.5% | 0.21% | +13.3% |
| Q3 2020 | $851,000 | +2.5% | 25,736 | +1.4% | 0.19% | +1.6% |
| Q2 2020 | $830,000 | +57.8% | 25,380 | +26.9% | 0.18% | +49.2% |
| Q1 2020 | $526,000 | -42.9% | 19,997 | -18.1% | 0.12% | -27.9% |
| Q4 2019 | $921,000 | +2.8% | 24,427 | +1.9% | 0.17% | -1.7% |
| Q3 2019 | $896,000 | -13.1% | 23,981 | -16.3% | 0.18% | -14.2% |
| Q2 2019 | $1,031,000 | -1.3% | 28,656 | -1.5% | 0.20% | -0.5% |
| Q1 2019 | $1,045,000 | +30.1% | 29,104 | +12.9% | 0.20% | +17.1% |
| Q4 2018 | $803,000 | -6.1% | 25,775 | +13.7% | 0.18% | +16.7% |
| Q3 2018 | $855,000 | +10.2% | 22,678 | +7.3% | 0.15% | +9.5% |
| Q2 2018 | $776,000 | +56.1% | 21,138 | +46.1% | 0.14% | +53.9% |
| Q1 2018 | $497,000 | +88.3% | 14,464 | +96.1% | 0.09% | +81.6% |
| Q4 2017 | $264,000 | – | 7,374 | – | 0.05% | – |
Download | ||||||
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% |