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 2022 | $3,595 | -9.4% | 100 | 0.0% | 0.00% | – |
| Q2 2022 | $3,969 | -82.2% | 100 | -80.0% | 0.00% | -100.0% |
| Q1 2022 | $22,310 | -6.3% | 500 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $23,800 | -58.7% | 500 | -61.5% | 0.00% | -50.0% |
| Q3 2021 | $57,681 | -4.5% | 1,300 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $60,411 | +0.9% | 1,300 | 0.0% | 0.00% | -33.3% |
| Q1 2021 | $59,852 | +16.4% | 1,300 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $51,415 | +109.3% | 1,300 | +62.5% | 0.00% | +200.0% |
| Q3 2020 | $24,564 | -72.3% | 800 | -72.9% | 0.00% | -83.3% |
| Q2 2020 | $88,589 | -19.0% | 2,950 | -32.2% | 0.01% | -33.3% |
| Q1 2020 | $109,316 | -33.4% | 4,350 | 0.0% | 0.01% | -25.0% |
| Q4 2019 | $164,039 | +514.7% | 4,350 | +480.0% | 0.01% | +500.0% |
| Q3 2019 | $26,685 | – | 750 | – | 0.00% | – |
Download | ||||||
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% |