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 | $94,048 | -1.6% | 2,283 | +1.4% | 0.01% | -12.5% |
| Q2 2023 | $95,564 | -35.3% | 2,252 | -36.6% | 0.01% | -33.3% |
| Q1 2023 | $147,659 | -98.3% | 3,552 | -98.5% | 0.01% | -98.6% |
| Q3 2022 | $8,683,000 | -6.3% | 241,547 | +3.4% | 0.83% | +0.7% |
| Q2 2022 | $9,271,000 | -10.9% | 233,587 | +0.2% | 0.83% | +3.9% |
| Q1 2022 | $10,406,000 | +2.1% | 233,218 | +8.9% | 0.80% | +3.2% |
| Q4 2021 | $10,193,000 | – | 214,148 | – | 0.77% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 471,320 | $18,693,000 | 5.21% |
| Joseph Group Capital Management | 31,150 | $1,236,000 | 1.24% |
| Venturi Wealth Management, LLC | 233,587 | $9,271,000 | 0.83% |
| CERTUITY, LLC | 50,650 | $2,010,000 | 0.52% |
| Collaborative Wealth Managment Inc. | 18,986 | $754,000 | 0.50% |
| XML Financial, LLC | 53,509 | $2,124,000 | 0.48% |
| Linscomb & Williams, Inc. | 198,945 | $7,896,000 | 0.45% |
| Avant Capital LLC | 5,476 | $217,000 | 0.28% |
| LVM CAPITAL MANAGEMENT LTD/MI | 46,983 | $1,865,000 | 0.27% |
| Truadvice, LLC | 11,163 | $474,000 | 0.25% |