WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 90 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $30,998 | -5.1% | 658 | 0.0% | 0.01% | -14.3% |
Q1 2024 | $32,663 | +4.6% | 658 | 0.0% | 0.01% | 0.0% |
Q4 2023 | $31,216 | +15.2% | 658 | 0.0% | 0.01% | -12.5% |
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Private Wealth Strategies, L.L.C. | 495,994 | $20,618,286 | 5.22% |
KLR INVESTMENT ADVISORS, LLC | 34,417 | $1,430,802 | 1.26% |
Joseph Group Capital Management | 28,478 | $1,183,830 | 1.04% |
Collaborative Wealth Managment Inc. | 28,151 | $1,170,237 | 0.74% |
LVM CAPITAL MANAGEMENT LTD/MI | 86,696 | $3,604 | 0.50% |
Linscomb Wealth, Inc. | 187,001 | $7,773,630 | 0.41% |
XML Financial, LLC | 67,654 | $2,812,377 | 0.34% |
CERTUITY, LLC | 47,611 | $1,979,187 | 0.29% |
Avant Capital LLC | 5,261 | $218,713 | 0.25% |
Truadvice, LLC | 10,814 | $438,508 | 0.17% |