WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 82 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $216,294 | -3.5% | 5,251 | -0.6% | 0.25% | 0.0% |
| Q2 2023 | $224,154 | +2.5% | 5,283 | +0.4% | 0.25% | -2.4% |
| Q1 2023 | $218,713 | +3.7% | 5,261 | +0.3% | 0.25% | -2.3% |
| Q4 2022 | $210,958 | -2.8% | 5,246 | -4.2% | 0.26% | -7.8% |
| Q2 2022 | $217,000 | -11.1% | 5,476 | 0.0% | 0.28% | +2.9% |
| Q1 2022 | $244,000 | -8.3% | 5,476 | -2.0% | 0.27% | -6.5% |
| Q4 2021 | $266,000 | – | 5,585 | – | 0.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Linscomb Wealth, Inc. | 316,819 | $9,869,000 | 0.93% |
| ACG Wealth | 167,124 | $5,206,000 | 0.80% |
| Intelligence Driven Advisers, LLC | 39,895 | $1,243,000 | 0.79% |
| Clearwater Capital Advisors, LLC | 99,102 | $3,087,000 | 0.68% |
| LVM CAPITAL MANAGEMENT LTD/MI | 59,935 | $1,867,000 | 0.49% |
| Starfire Investment Advisers, Inc. | 49,598 | $1,544,000 | 0.42% |
| Omega Financial Group, LLC | 14,216 | $443,000 | 0.39% |
| Denver PWM, LLC | 13,096 | $454,000 | 0.33% |
| CADENCE BANK NA | 18,873 | $587,000 | 0.26% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 25,775 | $803,000 | 0.18% |