WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 84 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $263,616 | -2.9% | 6,400 | 0.0% | 0.05% | 0.0% |
| Q2 2023 | $271,552 | +2.1% | 6,400 | 0.0% | 0.05% | -5.6% |
| Q1 2023 | $266,048 | +3.4% | 6,400 | 0.0% | 0.05% | -3.6% |
| Q4 2022 | $257,344 | +11.9% | 6,400 | 0.0% | 0.06% | -5.1% |
| Q3 2022 | $230,000 | -9.4% | 6,400 | 0.0% | 0.06% | -9.2% |
| Q2 2022 | $254,000 | -11.2% | 6,400 | 0.0% | 0.06% | -1.5% |
| Q1 2022 | $286,000 | -6.2% | 6,400 | 0.0% | 0.07% | -5.7% |
| Q4 2021 | $305,000 | +7.4% | 6,400 | 0.0% | 0.07% | -7.9% |
| Q3 2021 | $284,000 | -4.4% | 6,400 | 0.0% | 0.08% | -5.0% |
| Q2 2021 | $297,000 | +0.7% | 6,400 | 0.0% | 0.08% | -10.1% |
| Q1 2021 | $295,000 | +16.6% | 6,400 | 0.0% | 0.09% | +8.5% |
| Q4 2020 | $253,000 | +24.6% | 6,400 | 0.0% | 0.08% | +6.5% |
| Q3 2020 | $203,000 | -15.8% | 6,400 | 0.0% | 0.08% | -12.5% |
| Q4 2019 | $241,000 | – | 6,400 | – | 0.09% | – |
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% |