WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 68 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $223,581 | -6.6% | 5,428 | -3.8% | 0.04% | -12.2% |
| Q2 2023 | $239,455 | -2.6% | 5,644 | -4.5% | 0.04% | -12.8% |
| Q1 2023 | $245,776 | +0.2% | 5,912 | -3.1% | 0.05% | -16.1% |
| Q4 2022 | $245,382 | +14.1% | 6,103 | +1.9% | 0.06% | +5.7% |
| Q3 2022 | $215,000 | -9.7% | 5,988 | +0.0% | 0.05% | -10.2% |
| Q2 2022 | $238,000 | -16.5% | 5,986 | -6.2% | 0.06% | -3.3% |
| Q1 2022 | $285,000 | +8.4% | 6,385 | +15.6% | 0.06% | -19.7% |
| Q4 2021 | $263,000 | +19.5% | 5,524 | +11.3% | 0.08% | +16.9% |
| Q3 2021 | $220,000 | +10.6% | 4,964 | +14.6% | 0.06% | +25.0% |
| Q1 2021 | $199,000 | – | 4,333 | – | 0.05% | – |
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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% |