WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 82 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,826 | -2.9% | 627 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $26,604 | +2.1% | 627 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $26,064 | +3.4% | 627 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $25,212 | +9.6% | 627 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $23,000 | -8.0% | 627 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $25,000 | -10.7% | 627 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $28,000 | -6.7% | 627 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $30,000 | +7.1% | 627 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $28,000 | -58.8% | 627 | -57.4% | 0.00% | -66.7% |
| Q2 2021 | $68,000 | – | 1,471 | – | 0.00% | – |
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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% |