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 | $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% | – |
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 Wealth, 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% |