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 | $472,738 | -10.8% | 11,477 | -8.1% | 0.13% | -13.5% |
| Q2 2023 | $529,951 | -0.5% | 12,490 | -2.6% | 0.16% | +1.3% |
| Q1 2023 | $532,803 | +108413.8% | 12,817 | +4.9% | 0.15% | -3.8% |
| Q4 2022 | $491 | -99.9% | 12,217 | 0.0% | 0.16% | +3.9% |
| Q3 2022 | $439,000 | -14.3% | 12,217 | -5.2% | 0.15% | -7.3% |
| Q2 2022 | $512,000 | -15.1% | 12,892 | -4.6% | 0.16% | -1.2% |
| Q1 2022 | $603,000 | -10.4% | 13,509 | -4.4% | 0.17% | -11.2% |
| Q4 2021 | $673,000 | +13.7% | 14,134 | +5.9% | 0.19% | +4.4% |
| Q3 2021 | $592,000 | -5.4% | 13,343 | -1.0% | 0.18% | -5.8% |
| Q2 2021 | $626,000 | +33.5% | 13,480 | +32.4% | 0.19% | +25.7% |
| Q1 2021 | $469,000 | +32.5% | 10,184 | +13.9% | 0.15% | +22.6% |
| Q4 2020 | $354,000 | – | 8,939 | – | 0.12% | – |
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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% |