WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 98 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $284,288 | +4.6% | 5,727 | 0.0% | 0.02% | -10.0% |
| Q4 2023 | $271,689 | +15.2% | 5,727 | 0.0% | 0.02% | 0.0% |
| Q3 2023 | $235,895 | -2.9% | 5,727 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $242,996 | +2.1% | 5,727 | 0.0% | 0.02% | -9.1% |
| Q1 2023 | $238,072 | +3.4% | 5,727 | 0.0% | 0.02% | -8.3% |
| Q4 2022 | $230,283 | +11.8% | 5,727 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $206,000 | -9.3% | 5,727 | 0.0% | 0.02% | -4.0% |
| Q2 2022 | $227,000 | -11.3% | 5,727 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $256,000 | -6.2% | 5,727 | 0.0% | 0.02% | -3.8% |
| Q4 2021 | $273,000 | +2.6% | 5,727 | 0.0% | 0.03% | -10.3% |
| Q3 2021 | $266,000 | 0.0% | 5,727 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $266,000 | +0.8% | 5,727 | 0.0% | 0.03% | -3.3% |
| Q1 2021 | $264,000 | +16.3% | 5,727 | 0.0% | 0.03% | +7.1% |
| Q4 2020 | $227,000 | +29.7% | 5,727 | 0.0% | 0.03% | +16.7% |
| Q3 2020 | $175,000 | +2.3% | 5,727 | 0.0% | 0.02% | -4.0% |
| Q2 2020 | $171,000 | +18.8% | 5,727 | 0.0% | 0.02% | -13.8% |
| Q1 2020 | $144,000 | -35.1% | 5,727 | -2.6% | 0.03% | -25.6% |
| Q4 2019 | $222,000 | +6.2% | 5,877 | 0.0% | 0.04% | -4.9% |
| Q3 2019 | $209,000 | +0.5% | 5,877 | 0.0% | 0.04% | -4.7% |
| Q2 2019 | $208,000 | +110.1% | 5,877 | +104.3% | 0.04% | +115.0% |
| Q1 2019 | $99,000 | +11.2% | 2,877 | 0.0% | 0.02% | -9.1% |
| Q4 2018 | $89,000 | -16.8% | 2,877 | 0.0% | 0.02% | +10.0% |
| Q3 2018 | $107,000 | +1.9% | 2,877 | 0.0% | 0.02% | -4.8% |
| Q2 2018 | $105,000 | – | 2,877 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adams Chetwood Wealth Management LLC | 102,107 | $4,530,000 | 3.28% |
| Private Wealth Strategies, L.L.C. | 225,938 | $10,025,000 | 2.51% |
| Linscomb Wealth, Inc. | 248,054 | $11,006,000 | 0.57% |
| Truadvice, LLC | 11,360 | $550,000 | 0.50% |
| XML Financial, LLC | 48,340 | $2,145,000 | 0.29% |
| LVM CAPITAL MANAGEMENT LTD/MI | 42,350 | $1,879,000 | 0.28% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 23,544 | $1,045,000 | 0.18% |
| Princeton Global Asset Management LLC | 13,343 | $592,000 | 0.18% |
| CADENCE BANK NA | 7,609 | $337,000 | 0.10% |
| CAPITAL MANAGEMENT CORP /VA | 9,000 | $399,000 | 0.09% |