WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 194 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 3.96 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $227,997 | +1.6% | 4,900 | 0.0% | 0.05% | -5.8% |
| Q1 2023 | $224,371 | -97.6% | 4,900 | -97.2% | 0.05% | -97.4% |
| Q2 2021 | $9,442,000 | +15.7% | 173,303 | +8.9% | 2.00% | +9.9% |
| Q1 2021 | $8,161,000 | +257.5% | 159,123 | +232.6% | 1.82% | +192.8% |
| Q4 2020 | $2,283,000 | +982.0% | 47,840 | +648.7% | 0.62% | +709.1% |
| Q1 2020 | $211,000 | -31.0% | 6,390 | 0.0% | 0.08% | -1.3% |
| Q4 2019 | $306,000 | +8.1% | 6,390 | 0.0% | 0.08% | 0.0% |
| Q3 2019 | $283,000 | -6.0% | 6,390 | 0.0% | 0.08% | -6.0% |
| Q2 2019 | $301,000 | 0.0% | 6,390 | 0.0% | 0.08% | 0.0% |
| Q1 2019 | $301,000 | +1.7% | 6,390 | -9.5% | 0.08% | -9.8% |
| Q4 2018 | $296,000 | -26.9% | 7,060 | -20.5% | 0.09% | -10.7% |
| Q3 2018 | $405,000 | -96.4% | 8,878 | -96.2% | 0.10% | -96.6% |
| Q2 2018 | $11,190,000 | -12.9% | 234,650 | -1.3% | 3.01% | -13.0% |
| Q1 2018 | $12,844,000 | +2.6% | 237,681 | -1.0% | 3.46% | +1.7% |
| Q4 2017 | $12,524,000 | +10.9% | 240,151 | +4.3% | 3.40% | +5.4% |
| Q3 2017 | $11,290,000 | +58.2% | 230,260 | +47.6% | 3.22% | +51.4% |
| Q2 2017 | $7,135,000 | +35.4% | 155,966 | +32.8% | 2.13% | +30.4% |
| Q1 2017 | $5,269,000 | – | 117,410 | – | 1.63% | – |
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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% |