WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 60 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,951,988 | -17.1% | 120,223 | -15.0% | 0.01% | -36.4% |
| Q2 2023 | $5,974,333 | +4.1% | 141,366 | +1.0% | 0.01% | 0.0% |
| Q1 2023 | $5,736,591 | +13.5% | 139,944 | +11.3% | 0.01% | +10.0% |
| Q4 2022 | $5,054,021 | +151.4% | 125,688 | +124.7% | 0.01% | +100.0% |
| Q3 2022 | $2,010,000 | -57.9% | 55,940 | -53.0% | 0.01% | -54.5% |
| Q2 2022 | $4,769,000 | +981.4% | 119,146 | +3.5% | 0.01% | +1000.0% |
| Q1 2022 | $441,000 | -91.5% | 115,147 | +5.5% | 0.00% | -90.0% |
| Q4 2021 | $5,201,000 | +8.5% | 109,135 | +2.8% | 0.01% | 0.0% |
| Q3 2021 | $4,792,000 | +2.2% | 106,209 | +6.1% | 0.01% | 0.0% |
| Q2 2021 | $4,688,000 | +55.6% | 100,148 | +54.1% | 0.01% | +42.9% |
| Q1 2021 | $3,012,000 | +1406.0% | 64,995 | +1177.2% | 0.01% | +600.0% |
| Q4 2020 | $200,000 | +14.9% | 5,089 | -10.0% | 0.00% | 0.0% |
| Q3 2020 | $174,000 | +4.8% | 5,652 | +2.1% | 0.00% | 0.0% |
| Q2 2020 | $166,000 | +26.7% | 5,537 | +5.6% | 0.00% | 0.0% |
| Q1 2020 | $131,000 | – | 5,242 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adams Chetwood Wealth Management LLC | 102,825 | $4,894,000 | 3.32% |
| Private Wealth Strategies, L.L.C. | 236,043 | $11,232,000 | 2.59% |
| Joseph Group Capital Management | 30,886 | $1,470,000 | 1.41% |
| Venturi Wealth Management, LLC | 214,148 | $10,193,000 | 0.77% |
| Linscomb & Williams, Inc. | 226,260 | $10,770,000 | 0.51% |
| Truadvice, LLC | 11,674 | $529,000 | 0.50% |
| Collaborative Wealth Managment Inc. | 12,969 | $617,000 | 0.34% |
| Avant Capital LLC | 5,585 | $266,000 | 0.29% |
| XML Financial, LLC | 50,380 | $2,398,000 | 0.29% |
| LVM CAPITAL MANAGEMENT LTD/MI | 40,898 | $1,947,000 | 0.26% |