WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 74 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $222,145 | -2.3% | 5,393 | +0.7% | 0.05% | +7.0% |
| Q2 2023 | $227,347 | +3.7% | 5,358 | +1.6% | 0.04% | -2.3% |
| Q1 2023 | $219,164 | +31.2% | 5,272 | +25.0% | 0.04% | +29.4% |
| Q2 2022 | $167,000 | +63.7% | 4,217 | +84.3% | 0.03% | +88.9% |
| Q1 2022 | $102,000 | +22.9% | 2,288 | +31.5% | 0.02% | +28.6% |
| Q4 2021 | $83,000 | +12.2% | 1,740 | +4.1% | 0.01% | +7.7% |
| Q3 2021 | $74,000 | +15.6% | 1,671 | +21.0% | 0.01% | +8.3% |
| Q2 2021 | $64,000 | -23.8% | 1,381 | -24.4% | 0.01% | -36.8% |
| Q1 2021 | $84,000 | -13.4% | 1,827 | -25.5% | 0.02% | -20.8% |
| Q4 2020 | $97,000 | +1285.7% | 2,451 | +11.8% | 0.02% | +1100.0% |
| Q3 2020 | $7,000 | -84.1% | 2,193 | +50.1% | 0.00% | -88.2% |
| Q2 2020 | $44,000 | +388.9% | 1,461 | +325.9% | 0.02% | +325.0% |
| Q1 2020 | $9,000 | -10.0% | 343 | +36.1% | 0.00% | 0.0% |
| Q4 2019 | $10,000 | +11.1% | 252 | +0.4% | 0.00% | 0.0% |
| Q3 2019 | $9,000 | +12.5% | 251 | +0.4% | 0.00% | -33.3% |
| Q1 2018 | $8,000 | – | 250 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adams Chetwood Wealth Management LLC | 102,825 | $4,894,000 | 3.32% |
| Private Wealth Strategies, L.L.C. | 236,043 | $11,232,000 | 2.59% |
| Joseph Group Capital Management | 30,886 | $1,470,000 | 1.41% |
| Venturi Wealth Management, LLC | 214,148 | $10,193,000 | 0.77% |
| Linscomb & Williams, Inc. | 226,260 | $10,770,000 | 0.51% |
| Truadvice, LLC | 11,674 | $529,000 | 0.50% |
| Collaborative Wealth Managment Inc. | 12,969 | $617,000 | 0.34% |
| Avant Capital LLC | 5,585 | $266,000 | 0.29% |
| XML Financial, LLC | 50,380 | $2,398,000 | 0.29% |
| LVM CAPITAL MANAGEMENT LTD/MI | 40,898 | $1,947,000 | 0.26% |