WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 67 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,399,374 | -3.4% | 276,751 | -0.5% | 0.00% | 0.0% |
| Q2 2023 | $11,800,377 | -2.5% | 278,114 | -4.5% | 0.00% | 0.0% |
| Q1 2023 | $12,105,350 | +4.2% | 291,204 | +0.8% | 0.00% | 0.0% |
| Q4 2022 | $11,614,819 | +12.1% | 288,854 | +0.3% | 0.00% | -20.0% |
| Q3 2022 | $10,357,000 | -11.5% | 288,107 | -2.3% | 0.01% | 0.0% |
| Q2 2022 | $11,698,000 | -37.7% | 294,744 | -30.0% | 0.01% | -16.7% |
| Q1 2022 | $18,783,000 | -2.9% | 420,961 | +3.6% | 0.01% | 0.0% |
| Q4 2021 | $19,346,000 | +0.2% | 406,424 | -6.6% | 0.01% | 0.0% |
| Q3 2021 | $19,313,000 | -12.1% | 435,278 | -8.0% | 0.01% | -14.3% |
| Q2 2021 | $21,980,000 | +14.6% | 472,990 | +13.6% | 0.01% | +16.7% |
| Q1 2021 | $19,177,000 | +138.7% | 416,521 | +105.0% | 0.01% | +100.0% |
| Q4 2020 | $8,034,000 | +612.9% | 203,137 | +453.6% | 0.00% | – |
| Q3 2020 | $1,127,000 | +20.9% | 36,695 | +18.2% | 0.00% | – |
| Q2 2020 | $932,000 | +14.9% | 31,045 | -3.8% | 0.00% | – |
| Q1 2020 | $811,000 | -18.7% | 32,277 | +22.1% | 0.00% | – |
| Q4 2019 | $997,000 | -10.0% | 26,445 | -15.0% | 0.00% | – |
| Q3 2019 | $1,108,000 | -12.3% | 31,127 | -12.4% | 0.00% | – |
| Q2 2019 | $1,263,000 | -4.1% | 35,539 | -6.4% | 0.00% | -100.0% |
| Q1 2019 | $1,317,000 | -62.7% | 37,973 | -66.5% | 0.00% | -50.0% |
| Q4 2018 | $3,533,000 | +94.8% | 113,421 | +135.7% | 0.00% | +100.0% |
| Q3 2018 | $1,814,000 | +45.6% | 48,120 | +41.6% | 0.00% | 0.0% |
| Q2 2018 | $1,246,000 | +11.4% | 33,973 | +4.3% | 0.00% | – |
| Q1 2018 | $1,118,000 | -27.4% | 32,559 | -24.4% | 0.00% | -100.0% |
| Q4 2017 | $1,539,000 | +20.7% | 43,075 | +16.6% | 0.00% | 0.0% |
| Q3 2017 | $1,275,000 | -13.8% | 36,945 | -17.0% | 0.00% | 0.0% |
| Q2 2017 | $1,479,000 | +24.8% | 44,501 | +24.1% | 0.00% | 0.0% |
| Q1 2017 | $1,185,000 | +11.6% | 35,846 | +14.8% | 0.00% | 0.0% |
| Q4 2016 | $1,062,000 | +59.2% | 31,236 | +44.3% | 0.00% | – |
| Q3 2016 | $667,000 | +41.3% | 21,641 | +31.2% | 0.00% | – |
| Q2 2016 | $472,000 | -39.1% | 16,492 | -39.9% | 0.00% | -100.0% |
| Q1 2016 | $775,000 | -16.8% | 27,443 | -21.8% | 0.00% | 0.0% |
| Q4 2015 | $931,000 | +22.8% | 35,106 | +20.4% | 0.00% | 0.0% |
| Q3 2015 | $758,000 | +59.9% | 29,160 | +81.2% | 0.00% | – |
| Q2 2015 | $474,000 | +777.8% | 16,097 | +791.3% | 0.00% | – |
| Q1 2015 | $54,000 | -89.3% | 1,806 | -89.6% | 0.00% | – |
| Q4 2014 | $507,000 | – | 17,312 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adams Chetwood Wealth Management LLC | 102,825 | $4,894,000 | 3.32% |
| Private Wealth Strategies, L.L.C. | 236,043 | $11,232,000 | 2.59% |
| Joseph Group Capital Management | 30,886 | $1,470,000 | 1.41% |
| Venturi Wealth Management, LLC | 214,148 | $10,193,000 | 0.77% |
| Linscomb & Williams, Inc. | 226,260 | $10,770,000 | 0.51% |
| Truadvice, LLC | 11,674 | $529,000 | 0.50% |
| Collaborative Wealth Managment Inc. | 12,969 | $617,000 | 0.34% |
| Avant Capital LLC | 5,585 | $266,000 | 0.29% |
| XML Financial, LLC | 50,380 | $2,398,000 | 0.29% |
| LVM CAPITAL MANAGEMENT LTD/MI | 40,898 | $1,947,000 | 0.26% |