WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 84 filers reported holding WISDOMTREE TR in Q3 2023. 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 ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 471,320 | $18,693,000 | 5.21% |
| Joseph Group Capital Management | 31,150 | $1,236,000 | 1.24% |
| Venturi Wealth Management, LLC | 233,587 | $9,271,000 | 0.83% |
| CERTUITY, LLC | 50,650 | $2,010,000 | 0.52% |
| Collaborative Wealth Managment Inc. | 18,986 | $754,000 | 0.50% |
| XML Financial, LLC | 53,509 | $2,124,000 | 0.48% |
| Linscomb & Williams, Inc. | 198,945 | $7,896,000 | 0.45% |
| Avant Capital LLC | 5,476 | $217,000 | 0.28% |
| LVM CAPITAL MANAGEMENT LTD/MI | 46,983 | $1,865,000 | 0.27% |
| Truadvice, LLC | 11,163 | $474,000 | 0.25% |