WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 83 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 475,635 | $17,085,000 | 4.99% |
| Joseph Group Capital Management | 30,799 | $1,107,000 | 1.21% |
| Venturi Wealth Management, LLC | 241,547 | $8,683,000 | 0.83% |
| Collaborative Wealth Managment Inc. | 20,468 | $736,000 | 0.52% |
| Linscomb Wealth, Inc. | 196,108 | $7,050,000 | 0.43% |
| CERTUITY, LLC | 50,422 | $1,813,000 | 0.42% |
| LVM CAPITAL MANAGEMENT LTD/MI | 64,426 | $2,316,000 | 0.35% |
| XML Financial, LLC | 58,891 | $2,117,000 | 0.29% |
| Truadvice, LLC | 10,937 | $448,000 | 0.25% |
| My Legacy Advisors, LLC | 12,073 | $450,000 | 0.23% |