WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 69 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,204,725 | -8.8% | 29,248 | -6.1% | 0.72% | -8.5% |
| Q2 2023 | $1,321,058 | +12.9% | 31,135 | +10.6% | 0.79% | +6.6% |
| Q1 2023 | $1,170,237 | +20.8% | 28,151 | +16.8% | 0.74% | +15.7% |
| Q4 2022 | $969,021 | +31.7% | 24,099 | +17.7% | 0.64% | +22.3% |
| Q3 2022 | $736,000 | -2.4% | 20,468 | +7.8% | 0.52% | +5.3% |
| Q2 2022 | $754,000 | +22.2% | 18,986 | +46.4% | 0.50% | +46.4% |
| Q4 2021 | $617,000 | -8.7% | 12,969 | -14.4% | 0.34% | -13.3% |
| Q1 2021 | $676,000 | – | 15,157 | – | 0.39% | – |
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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% |