WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 82 filers reported holding WISDOMTREE TR in Q1 2023. 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. | 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% |