WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 60 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $105,240 | -48.9% | 2,555 | -47.4% | 0.00% | -33.3% |
| Q2 2023 | $205,998 | +2.1% | 4,855 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $201,822 | +2.6% | 4,855 | -0.8% | 0.00% | 0.0% |
| Q4 2022 | $196,748 | +17.8% | 4,893 | +5.1% | 0.00% | 0.0% |
| Q3 2022 | $167,000 | -9.7% | 4,655 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $185,000 | -7.0% | 4,655 | +4.5% | 0.00% | 0.0% |
| Q1 2022 | $199,000 | -6.1% | 4,455 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $212,000 | +39.5% | 4,455 | +30.1% | 0.00% | 0.0% |
| Q3 2021 | $152,000 | -13.1% | 3,425 | -9.3% | 0.00% | 0.0% |
| Q2 2021 | $175,000 | -100.0% | 3,775 | -54.5% | 0.00% | 0.0% |
| Q1 2021 | $382,184,000 | +636873.3% | 8,302 | +444.4% | 0.00% | +200.0% |
| Q4 2020 | $60,000 | +27.7% | 1,525 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $47,000 | -4.1% | 1,525 | -6.2% | 0.00% | 0.0% |
| Q2 2020 | $49,000 | +22.5% | 1,625 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $40,000 | -31.0% | 1,625 | +4.8% | 0.00% | -50.0% |
| Q4 2019 | $58,000 | +5.5% | 1,550 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $55,000 | -8.3% | 1,550 | -8.8% | 0.00% | 0.0% |
| Q2 2019 | $60,000 | -45.5% | 1,700 | -41.8% | 0.00% | -60.0% |
| Q3 2018 | $110,000 | -7.6% | 2,919 | -10.2% | 0.01% | -28.6% |
| Q2 2018 | $119,000 | +101.7% | 3,252 | +80.7% | 0.01% | 0.0% |
| Q2 2017 | $59,000 | 0.0% | 1,800 | 0.0% | 0.01% | -22.2% |
| Q1 2017 | $59,000 | – | 1,800 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 471,320 | $18,693,000 | 5.21% |
| Joseph Group Capital Management | 31,150 | $1,236,000 | 1.24% |
| Venturi Wealth Management, LLC | 233,587 | $9,271,000 | 0.83% |
| CERTUITY, LLC | 50,650 | $2,010,000 | 0.52% |
| Collaborative Wealth Managment Inc. | 18,986 | $754,000 | 0.50% |
| XML Financial, LLC | 53,509 | $2,124,000 | 0.48% |
| Linscomb & Williams, Inc. | 198,945 | $7,896,000 | 0.45% |
| Avant Capital LLC | 5,476 | $217,000 | 0.28% |
| LVM CAPITAL MANAGEMENT LTD/MI | 46,983 | $1,865,000 | 0.27% |
| Truadvice, LLC | 11,163 | $474,000 | 0.25% |