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 | $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. | 460,845 | $20,575,000 | 5.08% |
| Adams Chetwood Wealth Management LLC | 103,457 | $4,616,000 | 2.62% |
| Joseph Group Capital Management | 30,201 | $1,348,000 | 1.36% |
| Venturi Wealth Management, LLC | 233,218 | $10,406,000 | 0.80% |
| Linscomb Wealth, Inc. | 217,375 | $9,699,000 | 0.46% |
| Avant Capital LLC | 5,476 | $244,000 | 0.27% |
| XML Financial, LLC | 51,346 | $2,291,000 | 0.27% |
| Truadvice, LLC | 11,193 | $470,000 | 0.26% |
| LVM CAPITAL MANAGEMENT LTD/MI | 43,073 | $1,922,000 | 0.25% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 23,095 | $1,031,000 | 0.17% |