WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 74 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $4,616,000 | -5.7% | 103,457 | +0.6% | 2.62% | -21.3% |
| Q4 2021 | $4,894,000 | +8.0% | 102,825 | +0.7% | 3.32% | +1.4% |
| Q3 2021 | $4,530,000 | -5.1% | 102,107 | -0.6% | 3.28% | -2.6% |
| Q2 2021 | $4,775,000 | +3.3% | 102,757 | +2.4% | 3.37% | -4.4% |
| Q1 2021 | $4,622,000 | +19.3% | 100,384 | +2.5% | 3.52% | +9.6% |
| Q4 2020 | $3,875,000 | +38.0% | 97,980 | +7.1% | 3.21% | +18.9% |
| Q3 2020 | $2,808,000 | +6.8% | 91,446 | +4.5% | 2.70% | +1.1% |
| Q2 2020 | $2,629,000 | +11.2% | 87,547 | +3.5% | 2.67% | -3.4% |
| Q1 2020 | $2,364,000 | -15.5% | 84,573 | +14.0% | 2.77% | -3.4% |
| Q4 2019 | $2,798,000 | – | 74,190 | – | 2.86% | – |
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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% |