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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $291,896 | +1.6% | 6,879 | -0.5% | 0.02% | -6.2% |
| Q1 2023 | $287,431 | +15.7% | 6,914 | +11.9% | 0.02% | 0.0% |
| Q4 2022 | $248,377 | +15.0% | 6,177 | +3.0% | 0.02% | 0.0% |
| Q3 2022 | $216,000 | +3.3% | 5,995 | +13.9% | 0.02% | -11.1% |
| Q2 2022 | $209,000 | -15.7% | 5,263 | -5.4% | 0.02% | -5.3% |
| Q1 2022 | $248,000 | +19.2% | 5,561 | +5.9% | 0.02% | +11.8% |
| Q4 2020 | $208,000 | – | 5,252 | – | 0.02% | – |
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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% |