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 | $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 ↓ |
|---|---|---|---|
| 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% |