WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 70 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $270,515 | +84172.6% | 6,375 | -17.5% | 0.00% | 0.0% |
| Q1 2023 | $321 | +11.5% | 7,730 | +7.8% | 0.00% | 0.0% |
| Q4 2022 | $288 | -99.6% | 7,171 | +233.2% | 0.00% | – |
| Q3 2022 | $77,000 | -8.3% | 2,152 | +0.8% | 0.00% | – |
| Q2 2022 | $84,000 | -10.6% | 2,135 | +0.7% | 0.00% | – |
| Q1 2022 | $94,000 | -6.0% | 2,121 | +0.5% | 0.00% | – |
| Q4 2021 | $100,000 | -63.0% | 2,111 | -65.4% | 0.00% | -100.0% |
| Q3 2021 | $270,000 | -4.3% | 6,093 | +0.2% | 0.00% | -50.0% |
| Q2 2021 | $282,000 | +1.1% | 6,080 | +0.2% | 0.00% | 0.0% |
| Q1 2021 | $279,000 | +16.7% | 6,070 | +0.2% | 0.00% | 0.0% |
| Q4 2020 | $239,000 | – | 6,057 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 495,994 | $20,618,286 | 5.22% |
| KLR INVESTMENT ADVISORS, LLC | 34,417 | $1,430,802 | 1.26% |
| Joseph Group Capital Management | 28,478 | $1,183,830 | 1.04% |
| Collaborative Wealth Managment Inc. | 28,151 | $1,170,237 | 0.74% |
| LVM CAPITAL MANAGEMENT LTD/MI | 86,696 | $3,604 | 0.50% |
| Linscomb Wealth, Inc. | 187,001 | $7,773,630 | 0.41% |
| XML Financial, LLC | 67,654 | $2,812,377 | 0.34% |
| CERTUITY, LLC | 47,611 | $1,979,187 | 0.29% |
| Avant Capital LLC | 5,261 | $218,713 | 0.25% |
| Truadvice, LLC | 10,814 | $438,508 | 0.17% |