WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 67 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $73,151 | +19.4% | 1,776 | +23.0% | 0.01% | +28.6% |
| Q2 2023 | $61,248 | +117.3% | 1,444 | +113.0% | 0.01% | +75.0% |
| Q1 2023 | $28,184 | +2.5% | 678 | -0.9% | 0.00% | 0.0% |
| Q4 2022 | $27,504 | +1.9% | 684 | -9.5% | 0.00% | 0.0% |
| Q3 2022 | $27,000 | -12.9% | 756 | -4.5% | 0.00% | -20.0% |
| Q2 2022 | $31,000 | -8.8% | 792 | +5.0% | 0.01% | 0.0% |
| Q1 2022 | $34,000 | +6.2% | 754 | +13.9% | 0.01% | 0.0% |
| Q4 2021 | $32,000 | +3.2% | 662 | -4.9% | 0.01% | 0.0% |
| Q3 2021 | $31,000 | +63.2% | 696 | +67.3% | 0.01% | +66.7% |
| Q2 2021 | $19,000 | – | 416 | – | 0.00% | – |
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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% |