WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 85 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $806,005 | -7.4% | 17,109 | -2.4% | 0.17% | -2.3% |
| Q1 2024 | $870,140 | +4.0% | 17,529 | -0.6% | 0.17% | +4.3% |
| Q4 2023 | $836,510 | +9.0% | 17,633 | -5.3% | 0.16% | -3.5% |
| Q3 2023 | $767,123 | -2.9% | 18,624 | 0.0% | 0.17% | +1.2% |
| Q2 2023 | $790,216 | +2.1% | 18,624 | 0.0% | 0.17% | +0.6% |
| Q1 2023 | $774,200 | +8.3% | 18,624 | +4.8% | 0.17% | +8.4% |
| Q4 2022 | $714,700 | +1780.8% | 17,775 | +1357.0% | 0.15% | +1300.0% |
| Q4 2018 | $38,000 | 0.0% | 1,220 | +8.9% | 0.01% | -8.3% |
| Q1 2018 | $38,000 | – | 1,120 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adams Chetwood Wealth Management LLC | 102,107 | $4,530,000 | 3.28% |
| Private Wealth Strategies, L.L.C. | 225,938 | $10,025,000 | 2.51% |
| Linscomb Wealth, Inc. | 248,054 | $11,006,000 | 0.57% |
| Truadvice, LLC | 11,360 | $550,000 | 0.50% |
| XML Financial, LLC | 48,340 | $2,145,000 | 0.29% |
| LVM CAPITAL MANAGEMENT LTD/MI | 42,350 | $1,879,000 | 0.28% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 23,544 | $1,045,000 | 0.18% |
| Princeton Global Asset Management LLC | 13,343 | $592,000 | 0.18% |
| CADENCE BANK NA | 7,609 | $337,000 | 0.10% |
| CAPITAL MANAGEMENT CORP /VA | 9,000 | $399,000 | 0.09% |