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 | $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 ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 475,635 | $17,085,000 | 4.99% |
| Joseph Group Capital Management | 30,799 | $1,107,000 | 1.21% |
| Venturi Wealth Management, LLC | 241,547 | $8,683,000 | 0.83% |
| Collaborative Wealth Managment Inc. | 20,468 | $736,000 | 0.52% |
| Linscomb Wealth, Inc. | 196,108 | $7,050,000 | 0.43% |
| CERTUITY, LLC | 50,422 | $1,813,000 | 0.42% |
| LVM CAPITAL MANAGEMENT LTD/MI | 64,426 | $2,316,000 | 0.35% |
| XML Financial, LLC | 58,891 | $2,117,000 | 0.29% |
| Truadvice, LLC | 10,937 | $448,000 | 0.25% |
| My Legacy Advisors, LLC | 12,073 | $450,000 | 0.23% |