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 | $421,145 | -7.0% | 10,634 | +2.5% | 0.17% | -3.9% |
| Q2 2023 | $452,747 | +12.7% | 10,371 | +5.7% | 0.18% | +3.5% |
| Q1 2023 | $401,688 | -15.2% | 9,812 | -3.6% | 0.17% | -14.9% |
| Q4 2022 | $473,625 | +5.2% | 10,182 | -15.7% | 0.20% | -11.0% |
| Q3 2022 | $450,000 | +10.6% | 12,073 | +17.3% | 0.23% | +11.8% |
| Q2 2022 | $407,000 | – | 10,291 | – | 0.20% | – |
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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% |