WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 82 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $939,025 | +115.7% | 23,289 | +134.2% | 0.37% | +130.0% |
| Q2 2023 | $435,336 | -0.7% | 9,946 | -8.0% | 0.16% | -8.0% |
| Q1 2023 | $438,508 | -3.9% | 10,814 | +3.3% | 0.17% | -27.5% |
| Q4 2022 | $456,520 | +1.9% | 10,472 | -4.3% | 0.24% | -4.4% |
| Q3 2022 | $448,000 | -5.5% | 10,937 | -2.0% | 0.25% | 0.0% |
| Q2 2022 | $474,000 | +0.9% | 11,163 | -0.3% | 0.25% | -4.2% |
| Q1 2022 | $470,000 | -11.2% | 11,193 | -4.1% | 0.26% | -47.2% |
| Q4 2021 | $529,000 | -3.8% | 11,674 | +2.8% | 0.50% | -1.6% |
| Q3 2021 | $550,000 | -62.3% | 11,360 | -65.0% | 0.50% | +58.5% |
| Q2 2021 | $1,457,000 | +5.0% | 32,491 | +10.1% | 0.32% | -22.6% |
| Q1 2021 | $1,388,000 | +3.4% | 29,507 | -9.0% | 0.41% | +0.5% |
| Q4 2020 | $1,342,000 | +7.2% | 32,440 | -14.7% | 0.41% | -20.1% |
| Q3 2020 | $1,252,000 | – | 38,052 | – | 0.51% | – |
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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% |