WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 74 filers reported holding WISDOMTREE TR in Q1 2022. 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 ↓ |
|---|---|---|---|
| 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% |