WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,268 | -2.9% | 225 | 0.0% | 0.00% | -100.0% |
| Q2 2023 | $9,547 | +2.1% | 225 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $9,353 | +3.4% | 225 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $9,047 | +13.1% | 225 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $8,000 | -11.1% | 225 | 0.0% | 0.00% | – |
| Q2 2022 | $9,000 | -10.0% | 225 | 0.0% | 0.00% | – |
| Q1 2022 | $10,000 | 0.0% | 225 | 0.0% | 0.00% | – |
| Q4 2021 | $10,000 | -9.1% | 225 | -10.0% | 0.00% | – |
| Q3 2021 | $11,000 | 0.0% | 250 | 0.0% | 0.00% | – |
| Q2 2021 | $11,000 | – | 250 | – | 0.00% | – |
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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% |