WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 83 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,537 | -5.1% | 160 | 0.0% | 0.00% | – |
| Q1 2024 | $7,942 | +4.6% | 160 | 0.0% | 0.00% | – |
| Q4 2023 | $7,591 | +13.1% | 160 | -1.8% | 0.00% | – |
| Q3 2023 | $6,714 | -2.9% | 163 | 0.0% | 0.00% | – |
| Q2 2023 | $6,916 | +2.1% | 163 | 0.0% | 0.00% | – |
| Q1 2023 | $6,776 | +96700.0% | 163 | 0.0% | 0.00% | – |
| Q4 2022 | $7 | -100.0% | 163 | -66.7% | 0.00% | -100.0% |
| Q2 2017 | $16,230,000 | – | 489 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 526,279 | $24,966,671 | 5.54% |
| Team Financial Group, LLC | 157,999 | $7,495,474 | 5.38% |
| KLR INVESTMENT ADVISORS, LLC | 34,173 | $1,621,187 | 1.17% |
| Hennion & Walsh Asset Management, Inc. | 414,197 | $19,649,505 | 1.12% |
| Joseph Group Capital Management | 29,937 | $1,420,211 | 0.82% |
| Venturi Wealth Management, LLC | 223,253 | $10,591,139 | 0.75% |
| PRECEDENT WEALTH PARTNERS, LLC | 28,866 | $1,369,390 | 0.70% |
| Collaborative Wealth Managment Inc. | 26,711 | $1,267,170 | 0.69% |
| LVM CAPITAL MANAGEMENT LTD/MI | 109,255 | $5,183 | 0.66% |
| XML Financial, LLC | 88,124 | $4,180,605 | 0.44% |