WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 74 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $31,716 | -3.9% | 770 | -1.0% | 0.00% | – |
| Q2 2023 | $33,010 | -50.9% | 778 | -51.9% | 0.00% | – |
| Q1 2023 | $67,260 | +106.3% | 1,618 | +99.5% | 0.00% | – |
| Q4 2022 | $32,610 | +8.7% | 811 | -2.4% | 0.00% | – |
| Q3 2022 | $30,000 | -18.9% | 831 | -10.7% | 0.00% | – |
| Q2 2022 | $37,000 | -9.8% | 931 | +0.5% | 0.00% | – |
| Q1 2022 | $41,000 | -2.4% | 926 | +3.9% | 0.00% | – |
| Q4 2021 | $42,000 | +10.5% | 891 | +4.2% | 0.00% | – |
| Q3 2021 | $38,000 | +1800.0% | 855 | +1888.4% | 0.00% | – |
| Q2 2021 | $2,000 | – | 43 | +2050.0% | 0.00% | – |
| Q1 2021 | $0 | – | 2 | +100.0% | 0.00% | – |
| Q4 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2020 | $0 | – | 1 | -50.0% | 0.00% | – |
| Q2 2020 | $0 | -100.0% | 2 | -99.1% | 0.00% | – |
| Q1 2020 | $5,000 | -58.3% | 211 | -36.1% | 0.00% | – |
| Q4 2019 | $12,000 | 0.0% | 330 | 0.0% | 0.00% | – |
| Q3 2019 | $12,000 | – | 330 | – | 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% |