WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,262,357 | -1.5% | 516,202 | +1.5% | 5.31% | +2.3% |
| Q2 2023 | $21,579,179 | +4.7% | 508,583 | +2.5% | 5.19% | -0.7% |
| Q1 2023 | $20,618,286 | +4.7% | 495,994 | +1.3% | 5.22% | -0.7% |
| Q4 2022 | $19,696,258 | +15.3% | 489,839 | +3.0% | 5.26% | +5.4% |
| Q3 2022 | $17,085,000 | -8.6% | 475,635 | +0.9% | 4.99% | -4.2% |
| Q2 2022 | $18,693,000 | -9.1% | 471,320 | +2.3% | 5.21% | +2.6% |
| Q1 2022 | $20,575,000 | +83.2% | 460,845 | +95.2% | 5.08% | +96.1% |
| Q4 2021 | $11,232,000 | +12.0% | 236,043 | +4.5% | 2.59% | +3.1% |
| Q3 2021 | $10,025,000 | +0.9% | 225,938 | +5.6% | 2.51% | -2.0% |
| Q2 2021 | $9,939,000 | +4.1% | 213,878 | +3.1% | 2.56% | -3.0% |
| Q1 2021 | $9,545,000 | +35.6% | 207,531 | +16.6% | 2.64% | +24.0% |
| Q4 2020 | $7,039,000 | +41.9% | 177,966 | +10.1% | 2.13% | +22.5% |
| Q3 2020 | $4,961,000 | +19.7% | 161,686 | +17.2% | 1.74% | -5.3% |
| Q2 2020 | $4,145,000 | – | 138,010 | – | 1.84% | – |
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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% |