WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,103 | -2.9% | 658 | 0.0% | 0.01% | +14.3% |
| Q2 2023 | $27,919 | +2.1% | 658 | 0.0% | 0.01% | -12.5% |
| Q1 2023 | $27,353 | +24.6% | 658 | +20.5% | 0.01% | +33.3% |
| Q4 2022 | $21,955 | +9.8% | 546 | 0.0% | 0.01% | -14.3% |
| Q3 2022 | $20,000 | -9.1% | 546 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $22,000 | -8.3% | 546 | 0.0% | 0.01% | -12.5% |
| Q1 2022 | $24,000 | -7.7% | 546 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $26,000 | – | 546 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Linscomb Wealth, Inc. | 316,819 | $9,869,000 | 0.93% |
| ACG Wealth | 167,124 | $5,206,000 | 0.80% |
| Intelligence Driven Advisers, LLC | 39,895 | $1,243,000 | 0.79% |
| Clearwater Capital Advisors, LLC | 99,102 | $3,087,000 | 0.68% |
| LVM CAPITAL MANAGEMENT LTD/MI | 59,935 | $1,867,000 | 0.49% |
| Starfire Investment Advisers, Inc. | 49,598 | $1,544,000 | 0.42% |
| Omega Financial Group, LLC | 14,216 | $443,000 | 0.39% |
| Denver PWM, LLC | 13,096 | $454,000 | 0.33% |
| CADENCE BANK NA | 18,873 | $587,000 | 0.26% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 25,775 | $803,000 | 0.18% |