WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 74 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $3,198 | +6.6% | 80 | +1.3% | 0.00% | – |
| Q3 2022 | $3,000 | 0.0% | 79 | +1.3% | 0.00% | – |
| Q2 2022 | $3,000 | 0.0% | 78 | 0.0% | 0.00% | – |
| Q1 2022 | $3,000 | -25.0% | 78 | +1.3% | 0.00% | – |
| Q4 2021 | $4,000 | +33.3% | 77 | 0.0% | 0.00% | – |
| Q3 2021 | $3,000 | -25.0% | 77 | +1.3% | 0.00% | – |
| Q2 2021 | $4,000 | +33.3% | 76 | 0.0% | 0.00% | – |
| Q1 2021 | $3,000 | -50.0% | 76 | -50.0% | 0.00% | – |
| Q4 2020 | $6,000 | +200.0% | 152 | +102.7% | 0.00% | – |
| Q3 2020 | $2,000 | 0.0% | 75 | 0.0% | 0.00% | – |
| Q2 2020 | $2,000 | 0.0% | 75 | +1.4% | 0.00% | – |
| Q1 2020 | $2,000 | +100.0% | 74 | +155.2% | 0.00% | – |
| Q3 2019 | $1,000 | 0.0% | 29 | 0.0% | 0.00% | – |
| Q2 2019 | $1,000 | -80.0% | 29 | -78.7% | 0.00% | -100.0% |
| Q1 2019 | $5,000 | -87.8% | 136 | -89.6% | 0.00% | -80.0% |
| Q4 2018 | $41,000 | -98.2% | 1,309 | -97.8% | 0.01% | -98.1% |
| Q3 2018 | $2,239,000 | +19.1% | 59,379 | +15.9% | 0.26% | +13.7% |
| Q2 2018 | $1,880,000 | +1.8% | 51,240 | -4.7% | 0.23% | +1.3% |
| Q1 2018 | $1,847,000 | -12.2% | 53,764 | -8.7% | 0.23% | -8.4% |
| Q4 2017 | $2,104,000 | -0.7% | 58,893 | -4.0% | 0.25% | -4.6% |
| Q3 2017 | $2,118,000 | +16.9% | 61,378 | +12.6% | 0.26% | +13.9% |
| Q2 2017 | $1,812,000 | +6.0% | 54,496 | +5.5% | 0.23% | +4.5% |
| Q1 2017 | $1,709,000 | – | 51,664 | – | 0.22% | – |
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% |