WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 43 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $156,000 | +5.4% | 4,151 | +0.1% | 0.00% | 0.0% |
| Q3 2019 | $148,000 | +2.8% | 4,146 | +2.2% | 0.00% | 0.0% |
| Q2 2019 | $144,000 | +0.7% | 4,057 | -1.6% | 0.00% | 0.0% |
| Q1 2019 | $143,000 | +11.7% | 4,124 | +0.2% | 0.00% | 0.0% |
| Q4 2018 | $128,000 | -2.3% | 4,117 | +18.5% | 0.00% | 0.0% |
| Q3 2018 | $131,000 | +3.1% | 3,475 | 0.0% | 0.00% | -50.0% |
| Q2 2018 | $127,000 | +6.7% | 3,475 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $119,000 | -4.0% | 3,475 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $124,000 | +3.3% | 3,475 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $120,000 | +3.4% | 3,475 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $116,000 | +0.9% | 3,475 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $115,000 | -2.5% | 3,475 | 0.0% | 0.00% | -33.3% |
| Q4 2016 | $118,000 | +10.3% | 3,475 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $107,000 | +8.1% | 3,475 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $99,000 | – | 3,475 | – | 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 Wealth, 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% |