WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 40 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,074,702 | -5.7% | 123,202 | -2.8% | 0.00% | 0.0% |
Q2 2023 | $5,380,807 | +4.2% | 126,816 | +2.1% | 0.00% | 0.0% |
Q1 2023 | $5,162,692 | -23.0% | 124,193 | -25.5% | 0.00% | 0.0% |
Q4 2022 | $6,702,605 | +3.9% | 166,690 | -7.1% | 0.00% | 0.0% |
Q3 2022 | $6,453,000 | -6.6% | 179,488 | +3.1% | 0.00% | 0.0% |
Q2 2022 | $6,910,000 | -8.5% | 174,100 | +2.8% | 0.00% | 0.0% |
Q1 2022 | $7,553,000 | -2.7% | 169,285 | +3.8% | 0.00% | 0.0% |
Q4 2021 | $7,766,000 | -27.7% | 163,151 | -32.6% | 0.00% | 0.0% |
Q3 2021 | $10,737,000 | -15.7% | 241,982 | -11.7% | 0.00% | 0.0% |
Q2 2021 | $12,733,000 | +1.8% | 273,991 | +0.8% | 0.00% | 0.0% |
Q1 2021 | $12,511,000 | +104.8% | 271,744 | +76.0% | 0.00% | 0.0% |
Q4 2020 | $6,108,000 | +225.4% | 154,424 | +152.7% | 0.00% | – |
Q3 2020 | $1,877,000 | -6.3% | 61,109 | -8.4% | 0.00% | – |
Q2 2020 | $2,004,000 | +44.9% | 66,726 | +21.2% | 0.00% | – |
Q1 2020 | $1,383,000 | -38.4% | 55,057 | -7.5% | 0.00% | – |
Q4 2019 | $2,245,000 | +51.3% | 59,518 | +42.7% | 0.00% | – |
Q3 2019 | $1,484,000 | -6.3% | 41,713 | -6.4% | 0.00% | – |
Q2 2019 | $1,584,000 | +1.3% | 44,585 | -1.1% | 0.00% | – |
Q1 2019 | $1,564,000 | +49.2% | 45,097 | +34.0% | 0.00% | – |
Q4 2018 | $1,048,000 | -17.5% | 33,642 | -0.2% | 0.00% | – |
Q3 2018 | $1,271,000 | +16.9% | 33,705 | +13.7% | 0.00% | – |
Q2 2018 | $1,087,000 | -16.9% | 29,637 | -22.2% | 0.00% | – |
Q1 2018 | $1,308,000 | -30.7% | 38,071 | -27.9% | 0.00% | – |
Q4 2017 | $1,888,000 | +2.4% | 52,833 | -1.1% | 0.00% | – |
Q3 2017 | $1,843,000 | +33.6% | 53,409 | +28.8% | 0.00% | – |
Q2 2017 | $1,379,000 | +1.2% | 41,461 | +0.7% | 0.00% | – |
Q1 2017 | $1,362,000 | -10.2% | 41,163 | -7.7% | 0.00% | – |
Q4 2016 | $1,517,000 | +33.5% | 44,616 | +21.1% | 0.00% | – |
Q3 2016 | $1,136,000 | +43.4% | 36,840 | +33.4% | 0.00% | – |
Q2 2016 | $792,000 | +117.0% | 27,620 | +113.3% | 0.00% | – |
Q1 2016 | $365,000 | +1.7% | 12,948 | -4.4% | 0.00% | – |
Q4 2015 | $359,000 | -2.4% | 13,550 | -4.3% | 0.00% | – |
Q3 2015 | $368,000 | -40.1% | 14,157 | -32.0% | 0.00% | – |
Q2 2015 | $614,000 | -2.4% | 20,826 | -0.3% | 0.00% | – |
Q1 2015 | $629,000 | -39.0% | 20,885 | -40.7% | 0.00% | – |
Q4 2014 | $1,031,000 | -10.2% | 35,234 | -17.1% | 0.00% | – |
Q3 2014 | $1,148,000 | -19.0% | 42,497 | -13.7% | 0.00% | – |
Q2 2014 | $1,418,000 | +9.7% | 49,246 | +8.3% | 0.00% | – |
Q1 2014 | $1,293,000 | +21.8% | 45,483 | +22.6% | 0.00% | – |
Q4 2013 | $1,062,000 | +77.0% | 37,100 | +60.9% | 0.00% | – |
Q3 2013 | $600,000 | – | 23,061 | – | 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% |