WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 82 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $74,966 | -2.9% | 1,820 | 0.0% | 0.00% | – |
| Q2 2023 | $77,223 | +2.1% | 1,820 | 0.0% | 0.00% | – |
| Q1 2023 | $75,657 | -10.6% | 1,820 | -13.5% | 0.00% | – |
| Q4 2022 | $84,642 | +7.1% | 2,105 | -4.5% | 0.00% | – |
| Q3 2022 | $79,000 | -10.2% | 2,205 | 0.0% | 0.00% | – |
| Q2 2022 | $88,000 | -54.2% | 2,205 | -48.8% | 0.00% | -100.0% |
| Q1 2022 | $192,000 | -83.2% | 4,305 | -82.0% | 0.00% | -75.0% |
| Q4 2021 | $1,141,000 | +14.8% | 23,963 | +6.9% | 0.00% | +33.3% |
| Q3 2021 | $994,000 | -0.1% | 22,411 | +4.7% | 0.00% | 0.0% |
| Q2 2021 | $995,000 | -39.1% | 21,410 | -39.7% | 0.00% | -50.0% |
| Q1 2021 | $1,634,000 | +8.5% | 35,483 | -6.8% | 0.01% | 0.0% |
| Q4 2020 | $1,506,000 | +437.9% | 38,082 | +318.3% | 0.01% | +500.0% |
| Q3 2020 | $280,000 | – | 9,105 | – | 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% |