WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 74 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| 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% |