WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 82 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $3,080 | +18017.6% | 85 | -82.4% | 0.00% | – |
| Q4 2022 | $17 | -100.0% | 483 | -69.4% | 0.00% | -100.0% |
| Q3 2022 | $62,000 | +10.7% | 1,580 | +5.8% | 0.00% | 0.0% |
| Q2 2022 | $56,000 | -5.1% | 1,494 | -5.4% | 0.00% | +100.0% |
| Q1 2022 | $59,000 | +1375.0% | 1,579 | +1757.6% | 0.00% | – |
| Q4 2021 | $4,000 | 0.0% | 85 | 0.0% | 0.00% | – |
| Q3 2021 | $4,000 | 0.0% | 85 | 0.0% | 0.00% | – |
| Q2 2021 | $4,000 | -99.2% | 85 | -99.2% | 0.00% | -100.0% |
| Q1 2021 | $501,000 | +3.1% | 10,858 | -12.0% | 0.01% | -50.0% |
| Q4 2020 | $486,000 | +56.8% | 12,332 | +21.6% | 0.02% | +5.3% |
| Q3 2020 | $310,000 | +3000.0% | 10,141 | +2891.4% | 0.02% | +1800.0% |
| Q2 2020 | $10,000 | -75.0% | 339 | -78.0% | 0.00% | -75.0% |
| Q1 2020 | $40,000 | -29.8% | 1,539 | -0.8% | 0.00% | 0.0% |
| Q4 2019 | $57,000 | -90.1% | 1,551 | -90.6% | 0.00% | -89.7% |
| Q3 2019 | $578,000 | -23.5% | 16,416 | -25.0% | 0.04% | -62.1% |
| Q1 2019 | $756,000 | +17.8% | 21,901 | +5.7% | 0.10% | +164.1% |
| Q4 2018 | $642,000 | -15.1% | 20,720 | +3.4% | 0.04% | +25.8% |
| Q3 2018 | $756,000 | +2.4% | 20,045 | -0.4% | 0.03% | 0.0% |
| Q2 2018 | $738,000 | +5.0% | 20,125 | +2.2% | 0.03% | -3.1% |
| Q1 2018 | $703,000 | 0.0% | 19,688 | 0.0% | 0.03% | 0.0% |
| Q4 2017 | $703,000 | +29.0% | 19,688 | +24.7% | 0.03% | +45.5% |
| Q3 2017 | $545,000 | +3105.9% | 15,790 | +3058.0% | 0.02% | +2100.0% |
| Q4 2016 | $17,000 | +13.3% | 500 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $15,000 | -98.0% | 500 | -97.7% | 0.00% | -99.0% |
| Q1 2016 | $756,000 | – | 21,901 | – | 0.10% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 489,839 | $19,696,258 | 5.26% |
| Joseph Group Capital Management | 29,324 | $1,179,000 | 1.12% |
| KLR INVESTMENT ADVISORS, LLC | 32,971 | $1,325,754 | 1.09% |
| Collaborative Wealth Managment Inc. | 24,099 | $969,021 | 0.64% |
| LVM CAPITAL MANAGEMENT LTD/MI | 71,776 | $2,886 | 0.42% |
| Linscomb & Williams, Inc. | 190,997 | $7,680,006 | 0.39% |
| XML Financial, LLC | 59,972 | $2,411,474 | 0.30% |
| CERTUITY, LLC | 44,617 | $1,794,044 | 0.28% |
| Avant Capital LLC | 5,246 | $210,958 | 0.26% |
| Truadvice, LLC | 10,472 | $456,520 | 0.24% |