WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 198 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 4.68 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,502,000 | -4.7% | 54,094 | -4.1% | 0.00% | 0.0% |
| Q2 2023 | $2,626,000 | -2.6% | 56,432 | -4.2% | 0.00% | 0.0% |
| Q1 2023 | $2,695,000 | +3.8% | 58,897 | -0.2% | 0.00% | 0.0% |
| Q4 2022 | $2,597,000 | +9.0% | 59,039 | -1.3% | 0.00% | 0.0% |
| Q3 2022 | $2,383,000 | -50.0% | 59,827 | -43.9% | 0.00% | 0.0% |
| Q2 2022 | $4,763,000 | +38.1% | 106,713 | +65.0% | 0.00% | 0.0% |
| Q1 2022 | $3,448,000 | -19.7% | 64,687 | -20.3% | 0.00% | 0.0% |
| Q4 2021 | $4,294,000 | +28.6% | 81,136 | +29.9% | 0.00% | 0.0% |
| Q3 2021 | $3,339,000 | +0.5% | 62,437 | +2.4% | 0.00% | 0.0% |
| Q2 2021 | $3,322,000 | +11.7% | 60,962 | +5.2% | 0.00% | 0.0% |
| Q1 2021 | $2,973,000 | +23.9% | 57,970 | +15.3% | 0.00% | 0.0% |
| Q4 2020 | $2,399,000 | -46.3% | 50,276 | -53.5% | 0.00% | -50.0% |
| Q3 2020 | $4,471,000 | +59.8% | 108,124 | +50.9% | 0.00% | +100.0% |
| Q2 2020 | $2,797,000 | -0.2% | 71,667 | -15.5% | 0.00% | 0.0% |
| Q1 2020 | $2,802,000 | -46.8% | 84,796 | -23.0% | 0.00% | -50.0% |
| Q4 2019 | $5,264,000 | +4.7% | 110,076 | -3.0% | 0.00% | 0.0% |
| Q3 2019 | $5,027,000 | -12.2% | 113,499 | -6.7% | 0.00% | 0.0% |
| Q2 2019 | $5,723,000 | +0.1% | 121,642 | +0.2% | 0.00% | 0.0% |
| Q1 2019 | $5,718,000 | +25.0% | 121,367 | +11.2% | 0.00% | 0.0% |
| Q4 2018 | $4,574,000 | -9.2% | 109,184 | -1.1% | 0.00% | 0.0% |
| Q3 2018 | $5,039,000 | -25.9% | 110,389 | -22.6% | 0.00% | -33.3% |
| Q2 2018 | $6,804,000 | -2.7% | 142,670 | +10.2% | 0.00% | 0.0% |
| Q1 2018 | $6,996,000 | +59.5% | 129,462 | +54.0% | 0.00% | +50.0% |
| Q4 2017 | $4,385,000 | +28.5% | 84,079 | +20.8% | 0.00% | 0.0% |
| Q3 2017 | $3,413,000 | +8.3% | 69,589 | +1.0% | 0.00% | 0.0% |
| Q2 2017 | $3,151,000 | +120.5% | 68,898 | +116.2% | 0.00% | +100.0% |
| Q1 2017 | $1,429,000 | +0.6% | 31,865 | -12.2% | 0.00% | 0.0% |
| Q4 2016 | $1,420,000 | +9.6% | 36,295 | +16.8% | 0.00% | 0.0% |
| Q3 2016 | $1,296,000 | +71.4% | 31,069 | +59.2% | 0.00% | – |
| Q2 2016 | $756,000 | -17.9% | 19,512 | -19.9% | 0.00% | -100.0% |
| Q1 2016 | $921,000 | -27.7% | 24,349 | -32.9% | 0.00% | 0.0% |
| Q4 2015 | $1,273,000 | -26.3% | 36,311 | -25.2% | 0.00% | 0.0% |
| Q3 2015 | $1,727,000 | -46.4% | 48,522 | -34.6% | 0.00% | -50.0% |
| Q2 2015 | $3,221,000 | +3.6% | 74,239 | +5.6% | 0.00% | 0.0% |
| Q1 2015 | $3,110,000 | +23.8% | 70,315 | +20.8% | 0.00% | 0.0% |
| Q4 2014 | $2,512,000 | -7.7% | 58,209 | -1.1% | 0.00% | 0.0% |
| Q3 2014 | $2,721,000 | -2.4% | 58,874 | +1.4% | 0.00% | 0.0% |
| Q2 2014 | $2,787,000 | +25.6% | 58,081 | +22.0% | 0.00% | 0.0% |
| Q1 2014 | $2,219,000 | -57.6% | 47,625 | -58.1% | 0.00% | -50.0% |
| Q4 2013 | $5,234,000 | +148.4% | 113,581 | +151.4% | 0.00% | +100.0% |
| Q3 2013 | $2,107,000 | +24.2% | 45,176 | +22.6% | 0.00% | +100.0% |
| Q2 2013 | $1,697,000 | – | 36,862 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 238,130 | $11,204,000 | 8.33% |
| Great Point Wealth Advisors, LLC | 196,099 | $9,226,000 | 7.45% |
| Neumann Capital Management, LLC | 166,932 | $7,854,000 | 4.87% |
| Financial Planning & Information Services, Inc. | 210,152 | $9,888,000 | 4.28% |
| America First Investment Advisors, LLC | 272,019 | $12,798,000 | 3.89% |
| White Pine Investment CO | 135,961 | $6,397,000 | 3.02% |
| Stratford Consulting, LLC | 155,107 | $7,298,000 | 2.58% |
| Osbon Capital Management LLC | 46,395 | $2,183,000 | 2.32% |
| Biltmore Family Office, LLC | 88,009 | $4,141,000 | 2.24% |
| Efficient Advisors, LLC | 264,875 | $12,462,000 | 2.18% |