WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 57 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $131,390 | -4.5% | 2,789 | +0.6% | 0.02% | -11.1% |
| Q1 2024 | $137,603 | +25.3% | 2,772 | +19.7% | 0.03% | +22.7% |
| Q4 2023 | $109,824 | +37.7% | 2,315 | +19.6% | 0.02% | +22.2% |
| Q3 2023 | $79,744 | +169.5% | 1,936 | +163.0% | 0.02% | +157.1% |
| Q2 2023 | $29,595 | 0.0% | 736 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $29,595 | 0.0% | 736 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $29,595 | +5.7% | 736 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $28,000 | -6.7% | 736 | 0.0% | 0.01% | -12.5% |
| Q2 2022 | $30,000 | -9.1% | 736 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $33,000 | -70.3% | 736 | -68.5% | 0.01% | -70.4% |
| Q4 2021 | $111,000 | +6.7% | 2,333 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $104,000 | +40.5% | 2,333 | +46.1% | 0.03% | +42.1% |
| Q2 2021 | $74,000 | 0.0% | 1,597 | 0.0% | 0.02% | -9.5% |
| Q1 2021 | $74,000 | +17.5% | 1,597 | 0.0% | 0.02% | +5.0% |
| Q4 2020 | $63,000 | +10.5% | 1,597 | -13.9% | 0.02% | +81.8% |
| Q3 2020 | $57,000 | +1.8% | 1,854 | 0.0% | 0.01% | -47.6% |
| Q2 2020 | $56,000 | +19.1% | 1,854 | 0.0% | 0.02% | -8.7% |
| Q1 2020 | $47,000 | -7.8% | 1,854 | +37.3% | 0.02% | +9.5% |
| Q4 2019 | $51,000 | +6.2% | 1,350 | 0.0% | 0.02% | +31.2% |
| Q3 2019 | $48,000 | 0.0% | 1,350 | 0.0% | 0.02% | -15.8% |
| Q2 2019 | $48,000 | – | 1,350 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 495,994 | $20,618,286 | 5.22% |
| KLR INVESTMENT ADVISORS, LLC | 34,417 | $1,430,802 | 1.26% |
| Joseph Group Capital Management | 28,478 | $1,183,830 | 1.04% |
| Collaborative Wealth Managment Inc. | 28,151 | $1,170,237 | 0.74% |
| LVM CAPITAL MANAGEMENT LTD/MI | 86,696 | $3,604 | 0.50% |
| Linscomb Wealth, Inc. | 187,001 | $7,773,630 | 0.41% |
| XML Financial, LLC | 67,654 | $2,812,377 | 0.34% |
| CERTUITY, LLC | 47,611 | $1,979,187 | 0.29% |
| Avant Capital LLC | 5,261 | $218,713 | 0.25% |
| Truadvice, LLC | 10,814 | $438,508 | 0.17% |