WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 74 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,248,139 | -4.7% | 30,302 | -1.8% | 0.90% | -18.3% |
| Q2 2023 | $1,309,814 | +10.6% | 30,870 | +8.4% | 1.10% | +6.0% |
| Q1 2023 | $1,183,830 | +0.4% | 28,478 | -2.9% | 1.04% | -7.2% |
| Q4 2022 | $1,179,000 | +6.5% | 29,324 | -4.8% | 1.12% | -7.3% |
| Q3 2022 | $1,107,000 | -10.4% | 30,799 | -1.1% | 1.21% | -2.5% |
| Q2 2022 | $1,236,000 | -8.3% | 31,150 | +3.1% | 1.24% | -8.8% |
| Q1 2022 | $1,348,000 | -8.3% | 30,201 | -2.2% | 1.36% | -3.8% |
| Q4 2021 | $1,470,000 | – | 30,886 | – | 1.41% | – |
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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% |