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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $285,087 | -22.1% | 6,858 | -24.3% | 0.07% | -47.7% |
| Q4 2022 | $366,008 | -8.3% | 9,065 | -18.3% | 0.13% | -18.5% |
| Q3 2022 | $399,000 | -13.3% | 11,096 | +2.4% | 0.16% | +0.6% |
| Q2 2022 | $460,000 | +33.7% | 10,836 | +40.4% | 0.16% | +51.5% |
| Q1 2022 | $344,000 | +12.8% | 7,716 | +20.2% | 0.10% | +14.4% |
| Q4 2021 | $305,000 | +21.0% | 6,418 | +20.7% | 0.09% | +20.0% |
| Q3 2021 | $252,000 | – | 5,317 | – | 0.08% | – |
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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% |