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 | $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. | 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% |