WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 74 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,631,598 | +23.0% | 88,167 | +26.7% | 0.44% | +27.2% |
| Q2 2023 | $2,952,957 | +5.0% | 69,596 | +2.9% | 0.34% | 0.0% |
| Q1 2023 | $2,812,377 | +16.6% | 67,654 | +12.8% | 0.34% | +12.9% |
| Q4 2022 | $2,411,474 | +13.9% | 59,972 | +1.8% | 0.30% | +3.1% |
| Q3 2022 | $2,117,000 | -0.3% | 58,891 | +10.1% | 0.29% | -38.8% |
| Q2 2022 | $2,124,000 | -7.3% | 53,509 | +4.2% | 0.48% | +75.8% |
| Q1 2022 | $2,291,000 | -4.5% | 51,346 | +1.9% | 0.27% | -5.5% |
| Q4 2021 | $2,398,000 | +11.8% | 50,380 | +4.2% | 0.29% | +1.0% |
| Q3 2021 | $2,145,000 | +6.9% | 48,340 | +11.9% | 0.29% | -35.3% |
| Q2 2021 | $2,007,000 | -2.0% | 43,196 | -2.9% | 0.44% | -11.6% |
| Q1 2021 | $2,049,000 | +7.7% | 44,508 | -7.5% | 0.50% | +1.4% |
| Q4 2020 | $1,903,000 | +28.3% | 48,122 | -0.4% | 0.49% | +6.5% |
| Q3 2020 | $1,483,000 | – | 48,292 | – | 0.46% | – |
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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% |