WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 56 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $109,245 | -5.5% | 2,725 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $115,622 | +6.9% | 2,725 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $108,128 | -1.3% | 2,725 | 0.0% | 0.01% | -25.0% |
Q4 2022 | $109,572 | -1.3% | 2,725 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $111,000 | +15.6% | 2,725 | +12.4% | 0.01% | 0.0% |
Q2 2022 | $96,000 | -4.0% | 2,425 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $100,000 | -7.4% | 2,425 | 0.0% | 0.01% | -27.3% |
Q3 2021 | $108,000 | -4.4% | 2,425 | 0.0% | 0.01% | -8.3% |
Q2 2021 | $113,000 | +0.9% | 2,425 | 0.0% | 0.01% | -7.7% |
Q1 2021 | $112,000 | +16.7% | 2,425 | 0.0% | 0.01% | +8.3% |
Q4 2020 | $96,000 | +29.7% | 2,425 | 0.0% | 0.01% | +9.1% |
Q3 2020 | $74,000 | +1.4% | 2,425 | 0.0% | 0.01% | -8.3% |
Q2 2020 | $73,000 | +19.7% | 2,425 | 0.0% | 0.01% | 0.0% |
Q1 2020 | $61,000 | -33.0% | 2,425 | 0.0% | 0.01% | -14.3% |
Q4 2019 | $91,000 | +5.8% | 2,425 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $86,000 | 0.0% | 2,425 | 0.0% | 0.01% | -12.5% |
Q2 2019 | $86,000 | +2.4% | 2,425 | 0.0% | 0.02% | -20.0% |
Q1 2019 | $84,000 | +10.5% | 2,425 | 0.0% | 0.02% | +5.3% |
Q4 2018 | $76,000 | – | 2,425 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Stokes Capital Advisors, LLC | 44,279 | $1,582,000 | 1.07% |
Linscomb Wealth, Inc. | 290,390 | $10,374,000 | 0.85% |
Clearwater Capital Advisors, LLC | 107,887 | $3,854,000 | 0.85% |
LVM CAPITAL MANAGEMENT LTD/MI | 67,805 | $2,422,000 | 0.55% |
Seneca House Advisors | 12,959 | $463,000 | 0.40% |
Gemmer Asset Management LLC | 24,318 | $869,000 | 0.30% |
Denver PWM, LLC | 9,795 | $341,000 | 0.26% |
Sargent Bickham Lagudis LLC | 58,893 | $2,104,000 | 0.25% |
CADENCE BANK NA | 14,984 | $536,000 | 0.20% |
YorkBridge Wealth Partners, LLC | 7,511 | $254,000 | 0.12% |