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 | $30,151 | -2.9% | 732 | 0.0% | 0.00% | – |
Q2 2023 | $31,059 | +2.1% | 732 | 0.0% | 0.00% | – |
Q1 2023 | $30,429 | +3.4% | 732 | 0.0% | 0.00% | – |
Q4 2022 | $29,434 | +13.2% | 732 | 0.0% | 0.00% | – |
Q3 2022 | $26,000 | -10.3% | 732 | 0.0% | 0.00% | – |
Q2 2022 | $29,000 | -12.1% | 732 | 0.0% | 0.00% | – |
Q1 2022 | $33,000 | -5.7% | 732 | 0.0% | 0.00% | – |
Q4 2021 | $35,000 | +9.4% | 732 | 0.0% | 0.00% | – |
Q3 2021 | $32,000 | -5.9% | 732 | 0.0% | 0.00% | – |
Q2 2021 | $34,000 | 0.0% | 732 | 0.0% | 0.00% | – |
Q1 2021 | $34,000 | +17.2% | 732 | 0.0% | 0.00% | – |
Q4 2020 | $29,000 | +31.8% | 732 | 0.0% | 0.00% | – |
Q3 2020 | $22,000 | 0.0% | 732 | 0.0% | 0.00% | – |
Q2 2020 | $22,000 | -35.3% | 732 | -46.1% | 0.00% | – |
Q1 2020 | $34,000 | -33.3% | 1,357 | 0.0% | 0.00% | – |
Q4 2019 | $51,000 | +96.2% | 1,357 | +85.4% | 0.00% | – |
Q3 2019 | $26,000 | 0.0% | 732 | 0.0% | 0.00% | – |
Q2 2019 | $26,000 | – | 732 | – | 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% |