WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 52 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 495,994 | $20,618,286 | 5.22% |
| KLR INVESTMENT ADVISORS, LLC | 34,417 | $1,430,802 | 1.26% |
| Joseph Group Capital Management | 28,478 | $1,183,830 | 1.04% |
| Collaborative Wealth Managment Inc. | 28,151 | $1,170,237 | 0.74% |
| LVM CAPITAL MANAGEMENT LTD/MI | 86,696 | $3,604 | 0.50% |
| Linscomb Wealth, Inc. | 187,001 | $7,773,630 | 0.41% |
| XML Financial, LLC | 67,654 | $2,812,377 | 0.34% |
| CERTUITY, LLC | 47,611 | $1,979,187 | 0.29% |
| Avant Capital LLC | 5,261 | $218,713 | 0.25% |
| Truadvice, LLC | 10,814 | $438,508 | 0.17% |