Rockefeller Capital Management L.P. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 82 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Rockefeller Capital Management L.P. ownership history of WISDOMTREE TR
ValueSharesWeighting
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$239,0006,0570.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
NameSharesValueWeighting ↓
Linscomb Wealth, Inc. 316,819$9,869,0000.93%
ACG Wealth 167,124$5,206,0000.80%
Intelligence Driven Advisers, LLC 39,895$1,243,0000.79%
Clearwater Capital Advisors, LLC 99,102$3,087,0000.68%
LVM CAPITAL MANAGEMENT LTD/MI 59,935$1,867,0000.49%
Starfire Investment Advisers, Inc. 49,598$1,544,0000.42%
Omega Financial Group, LLC 14,216$443,0000.39%
Denver PWM, LLC 13,096$454,0000.33%
CADENCE BANK NA 18,873$587,0000.26%
SIGNET FINANCIAL MANAGEMENT, LLC 25,775$803,0000.18%
View complete list of WISDOMTREE TR shareholders