WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 55 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $168,999 | +2.1% | 3,983 | 0.0% | 0.00% | – |
| Q1 2023 | $165,573 | +3.4% | 3,983 | 0.0% | 0.00% | – |
| Q4 2022 | $160,156 | +12.0% | 3,983 | 0.0% | 0.00% | – |
| Q3 2022 | $143,000 | -9.5% | 3,983 | 0.0% | 0.00% | – |
| Q2 2022 | $158,000 | -11.2% | 3,983 | 0.0% | 0.00% | – |
| Q1 2022 | $178,000 | -6.3% | 3,983 | 0.0% | 0.00% | – |
| Q4 2021 | $190,000 | +7.3% | 3,983 | 0.0% | 0.00% | – |
| Q3 2021 | $177,000 | -8.8% | 3,983 | -4.8% | 0.00% | – |
| Q2 2021 | $194,000 | +0.5% | 4,183 | 0.0% | 0.00% | – |
| Q1 2021 | $193,000 | +17.0% | 4,183 | 0.0% | 0.00% | – |
| Q4 2020 | $165,000 | +27.9% | 4,183 | 0.0% | 0.00% | – |
| Q3 2020 | $129,000 | -34.8% | 4,183 | -36.7% | 0.00% | – |
| Q2 2020 | $198,000 | +19.3% | 6,609 | 0.0% | 0.00% | – |
| Q1 2020 | $166,000 | -33.3% | 6,609 | 0.0% | 0.00% | – |
| Q4 2019 | $249,000 | +5.5% | 6,609 | -0.6% | 0.00% | – |
| Q3 2019 | $236,000 | -33.7% | 6,648 | -33.6% | 0.00% | – |
| Q2 2019 | $356,000 | +9.9% | 10,016 | +7.5% | 0.00% | – |
| Q1 2019 | $324,000 | +11.7% | 9,314 | 0.0% | 0.00% | – |
| Q4 2018 | $290,000 | -17.6% | 9,314 | 0.0% | 0.00% | – |
| Q3 2018 | $352,000 | +80.5% | 9,314 | +74.7% | 0.00% | – |
| Q2 2018 | $195,000 | -13.3% | 5,331 | -19.3% | 0.00% | – |
| Q1 2018 | $225,000 | -34.0% | 6,603 | -31.0% | 0.00% | – |
| Q4 2017 | $341,000 | +3.0% | 9,568 | 0.0% | 0.00% | – |
| Q3 2017 | $331,000 | +4.1% | 9,568 | 0.0% | 0.00% | – |
| Q2 2017 | $318,000 | -8.6% | 9,568 | -9.1% | 0.00% | – |
| Q1 2017 | $348,000 | +521.4% | 10,526 | +543.0% | 0.00% | – |
| Q4 2016 | $56,000 | +12.0% | 1,637 | 0.0% | 0.00% | – |
| Q3 2016 | $50,000 | – | 1,637 | – | 0.00% | – |
Download | ||||||
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% |