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 | $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 ↓ |
---|---|---|---|
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 & Williams, 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% |