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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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 & Williams, 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% |