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 | $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 ↓ |
|---|---|---|---|
| Stokes Capital Advisors, LLC | 44,279 | $1,582,000 | 1.07% |
| Linscomb Wealth, Inc. | 290,390 | $10,374,000 | 0.85% |
| Clearwater Capital Advisors, LLC | 107,887 | $3,854,000 | 0.85% |
| LVM CAPITAL MANAGEMENT LTD/MI | 67,805 | $2,422,000 | 0.55% |
| Seneca House Advisors | 12,959 | $463,000 | 0.40% |
| Gemmer Asset Management LLC | 24,318 | $869,000 | 0.30% |
| Denver PWM, LLC | 9,795 | $341,000 | 0.26% |
| Sargent Bickham Lagudis LLC | 58,893 | $2,104,000 | 0.25% |
| CADENCE BANK NA | 14,984 | $536,000 | 0.20% |
| YorkBridge Wealth Partners, LLC | 7,511 | $254,000 | 0.12% |