WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 82 filers reported holding WISDOMTREE TR in Q1 2023. 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. | 475,635 | $17,085,000 | 4.99% |
| Joseph Group Capital Management | 30,799 | $1,107,000 | 1.21% |
| Venturi Wealth Management, LLC | 241,547 | $8,683,000 | 0.83% |
| Collaborative Wealth Managment Inc. | 20,468 | $736,000 | 0.52% |
| Linscomb & Williams, Inc. | 196,108 | $7,050,000 | 0.43% |
| CERTUITY, LLC | 50,422 | $1,813,000 | 0.42% |
| LVM CAPITAL MANAGEMENT LTD/MI | 64,426 | $2,316,000 | 0.35% |
| XML Financial, LLC | 58,891 | $2,117,000 | 0.29% |
| Truadvice, LLC | 10,937 | $448,000 | 0.25% |
| My Legacy Advisors, LLC | 12,073 | $450,000 | 0.23% |