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 2014 | $12,117,000 | +3.6% | 262,143 | +7.5% | 1.77% | -0.1% |
| Q2 2014 | $11,695,000 | +8.3% | 243,753 | +5.2% | 1.77% | -2.9% |
| Q1 2014 | $10,797,000 | +26.6% | 231,637 | +25.2% | 1.82% | +16.3% |
| Q4 2013 | $8,530,000 | +1.6% | 185,076 | +2.9% | 1.57% | -8.7% |
| Q3 2013 | $8,393,000 | +6.1% | 179,903 | +4.7% | 1.72% | +2.5% |
| Q2 2013 | $7,908,000 | – | 171,764 | – | 1.68% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 278,599 | $13,295,000 | 7.61% |
| Great Point Wealth Advisors, LLC | 268,388 | $12,807,000 | 5.50% |
| Financial Planning & Information Services, Inc. | 301,258 | $14,376,000 | 4.84% |
| America First Investment Advisors, LLC | 266,443 | $12,715,000 | 3.85% |
| Neumann Capital Management, LLC | 157,614 | $7,521,000 | 3.80% |
| Asset Management Advisors, LLC | 73,480 | $3,506,000 | 3.19% |
| Swaine & Leidel Wealth Services, LLC | 82,475 | $3,936,000 | 2.85% |
| Efficient Advisors, LLC | 298,878 | $14,262,000 | 2.18% |
| Tacita Capital Inc | 66,650 | $3,181,000 | 2.09% |
| Baker Ellis Asset Management LLC | 159,133 | $7,594,000 | 1.81% |