WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 67 filers reported holding WISDOMTREE TR in Q3 2021. 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 ↓ |
|---|---|---|---|
| Adams Chetwood Wealth Management LLC | 102,825 | $4,894,000 | 3.32% |
| Private Wealth Strategies, L.L.C. | 236,043 | $11,232,000 | 2.59% |
| Joseph Group Capital Management | 30,886 | $1,470,000 | 1.41% |
| Venturi Wealth Management, LLC | 214,148 | $10,193,000 | 0.77% |
| Linscomb & Williams, Inc. | 226,260 | $10,770,000 | 0.51% |
| Truadvice, LLC | 11,674 | $529,000 | 0.50% |
| Collaborative Wealth Managment Inc. | 12,969 | $617,000 | 0.34% |
| Avant Capital LLC | 5,585 | $266,000 | 0.29% |
| XML Financial, LLC | 50,380 | $2,398,000 | 0.29% |
| LVM CAPITAL MANAGEMENT LTD/MI | 40,898 | $1,947,000 | 0.26% |