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 | $6,423 | +13.1% | 138,836 | +13.7% | 0.10% | +11.1% |
| Q2 2023 | $5,680 | +21.3% | 122,077 | +19.3% | 0.09% | +11.1% |
| Q1 2023 | $4,684 | -99.9% | 102,297 | +14.4% | 0.08% | +15.7% |
| Q4 2022 | $3,934,000 | -99.9% | 89,432 | +19.8% | 0.07% | +18.6% |
| Q3 2022 | $2,971,000,000 | +107350.3% | 74,621 | +20.5% | 0.06% | +9.3% |
| Q2 2022 | $2,765,000 | -6.6% | 61,942 | +11.6% | 0.05% | +3.8% |
| Q1 2022 | $2,959,000 | -99.9% | 55,517 | +14.6% | 0.05% | +15.6% |
| Q4 2021 | $2,565,000,000 | +144407.0% | 48,465 | +46.0% | 0.04% | +25.0% |
| Q3 2021 | $1,775,000 | +26.2% | 33,191 | +28.6% | 0.04% | +20.0% |
| Q2 2021 | $1,406,000 | +58.9% | 25,800 | +49.5% | 0.03% | +42.9% |
| Q1 2021 | $885,000 | +52.8% | 17,258 | +42.3% | 0.02% | +31.2% |
| Q4 2020 | $579,000 | +40.9% | 12,129 | +22.0% | 0.02% | +14.3% |
| Q3 2020 | $411,000 | +32.2% | 9,943 | +24.7% | 0.01% | +16.7% |
| Q2 2020 | $311,000 | – | 7,971 | – | 0.01% | – |
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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% |