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 | $4,984 | +99580.0% | 121 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $5 | 0.0% | 121 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $5 | 0.0% | 121 | 0.0% | 0.00% | -33.3% |
| Q4 2022 | $5 | -99.9% | 121 | 0.0% | 0.00% | +50.0% |
| Q3 2022 | $4,000 | -20.0% | 121 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $5,000 | 0.0% | 121 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $5,000 | -16.7% | 121 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $6,000 | +20.0% | 121 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $5,000 | 0.0% | 121 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $5,000 | -16.7% | 121 | 0.0% | 0.00% | -33.3% |
| Q1 2021 | $6,000 | +20.0% | 121 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $5,000 | -16.7% | 121 | -25.3% | 0.00% | 0.0% |
| Q3 2020 | $6,000 | +20.0% | 162 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $5,000 | 0.0% | 162 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $5,000 | 0.0% | 162 | +22.7% | 0.00% | -25.0% |
| Q2 2019 | $5,000 | 0.0% | 132 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $5,000 | +25.0% | 132 | 0.0% | 0.00% | +33.3% |
| Q4 2018 | $4,000 | 0.0% | 132 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $4,000 | -20.0% | 132 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $5,000 | 0.0% | 132 | 0.0% | 0.00% | -25.0% |
| Q1 2018 | $5,000 | 0.0% | 132 | -3.6% | 0.00% | 0.0% |
| Q4 2017 | $5,000 | – | 137 | – | 0.00% | – |
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% |