WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 67 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $29,183 | +19.9% | 702 | +16.0% | 0.00% | 0.0% |
| Q4 2022 | $24,338 | +143.4% | 605 | +118.4% | 0.00% | +100.0% |
| Q3 2022 | $10,000 | -9.1% | 277 | +1.1% | 0.00% | 0.0% |
| Q2 2022 | $11,000 | -8.3% | 274 | +0.4% | 0.00% | 0.0% |
| Q1 2022 | $12,000 | -7.7% | 273 | +0.7% | 0.00% | 0.0% |
| Q4 2021 | $13,000 | -67.5% | 271 | -70.2% | 0.00% | -75.0% |
| Q3 2021 | $40,000 | -29.8% | 908 | -26.0% | 0.00% | -33.3% |
| Q2 2021 | $57,000 | +14.0% | 1,227 | +12.0% | 0.01% | 0.0% |
| Q1 2021 | $50,000 | +16.3% | 1,096 | +0.3% | 0.01% | 0.0% |
| Q4 2020 | $43,000 | +30.3% | 1,093 | +0.7% | 0.01% | 0.0% |
| Q3 2020 | $33,000 | +32.0% | 1,085 | +28.7% | 0.01% | +20.0% |
| Q2 2020 | $25,000 | +1150.0% | 843 | +915.7% | 0.01% | +400.0% |
| Q1 2020 | $2,000 | -33.3% | 83 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $3,000 | -96.3% | 83 | -96.4% | 0.00% | -96.4% |
| Q3 2019 | $81,000 | +5.2% | 2,278 | +4.5% | 0.03% | -9.7% |
| Q2 2019 | $77,000 | – | 2,179 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 475,635 | $17,085,000 | 4.99% |
| Joseph Group Capital Management | 30,799 | $1,107,000 | 1.21% |
| Venturi Wealth Management, LLC | 241,547 | $8,683,000 | 0.83% |
| Collaborative Wealth Managment Inc. | 20,468 | $736,000 | 0.52% |
| Linscomb & Williams, Inc. | 196,108 | $7,050,000 | 0.43% |
| CERTUITY, LLC | 50,422 | $1,813,000 | 0.42% |
| LVM CAPITAL MANAGEMENT LTD/MI | 64,426 | $2,316,000 | 0.35% |
| XML Financial, LLC | 58,891 | $2,117,000 | 0.29% |
| Truadvice, LLC | 10,937 | $448,000 | 0.25% |
| My Legacy Advisors, LLC | 12,073 | $450,000 | 0.23% |