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 | $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 ↓ |
---|---|---|---|
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% |