WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 82 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| Adams Chetwood Wealth Management LLC | 102,825 | $4,894,000 | 3.32% |
| Private Wealth Strategies, L.L.C. | 236,043 | $11,232,000 | 2.59% |
| Joseph Group Capital Management | 30,886 | $1,470,000 | 1.41% |
| Venturi Wealth Management, LLC | 214,148 | $10,193,000 | 0.77% |
| Linscomb & Williams, Inc. | 226,260 | $10,770,000 | 0.51% |
| Truadvice, LLC | 11,674 | $529,000 | 0.50% |
| Collaborative Wealth Managment Inc. | 12,969 | $617,000 | 0.34% |
| Avant Capital LLC | 5,585 | $266,000 | 0.29% |
| XML Financial, LLC | 50,380 | $2,398,000 | 0.29% |
| LVM CAPITAL MANAGEMENT LTD/MI | 40,898 | $1,947,000 | 0.26% |