WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 79 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,474,856 | -14.9% | 35,806 | -12.4% | 0.17% | -11.7% |
| Q2 2023 | $1,733,831 | -12.4% | 40,877 | -14.1% | 0.20% | -32.5% |
| Q1 2023 | $1,979,187 | +10.3% | 47,611 | +6.7% | 0.29% | +2.8% |
| Q4 2022 | $1,794,044 | -1.0% | 44,617 | -11.5% | 0.28% | -32.5% |
| Q3 2022 | $1,813,000 | -9.8% | 50,422 | -0.5% | 0.42% | -19.7% |
| Q2 2022 | $2,010,000 | – | 50,650 | – | 0.52% | – |
Download | ||||||
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% |