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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $327,000 | -30.6% | 9,905 | +0.5% | 0.01% | -8.3% |
| Q4 2019 | $471,000 | +7.8% | 9,858 | 0.0% | 0.01% | -14.3% |
| Q3 2019 | $437,000 | -12.1% | 9,858 | -6.6% | 0.01% | -12.5% |
| Q2 2019 | $497,000 | +55.8% | 10,558 | +55.9% | 0.02% | +23.1% |
| Q1 2019 | $319,000 | -31.8% | 6,773 | -49.3% | 0.01% | -69.8% |
| Q4 2015 | $468,000 | -55.9% | 13,358 | -55.2% | 0.04% | -65.0% |
| Q3 2015 | $1,062,000 | -27.7% | 29,831 | -11.8% | 0.12% | -20.6% |
| Q2 2015 | $1,468,000 | +15.9% | 33,825 | +18.0% | 0.16% | +10.7% |
| Q1 2015 | $1,267,000 | -50.4% | 28,654 | -51.6% | 0.14% | -47.6% |
| Q4 2014 | $2,556,000 | +266.2% | 59,231 | +292.4% | 0.27% | +242.3% |
| Q3 2014 | $698,000 | +13.1% | 15,095 | +17.4% | 0.08% | -4.9% |
| Q2 2014 | $617,000 | +86.4% | 12,862 | +80.9% | 0.08% | +82.2% |
| Q1 2014 | $331,000 | +68.0% | 7,109 | +66.7% | 0.04% | +66.7% |
| Q4 2013 | $197,000 | – | 4,264 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 247,056 | $10,945,000 | 7.93% |
| Great Point Wealth Advisors, LLC | 222,817 | $9,870,000 | 6.72% |
| Neumann Capital Management, LLC | 167,450 | $7,418,000 | 4.59% |
| Financial Planning & Information Services, Inc. | 227,351 | $10,072,000 | 4.26% |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | 236,639 | $10,483,000 | 3.97% |
| America First Investment Advisors, LLC | 275,717 | $12,214,000 | 3.68% |
| White Pine Investment CO | 138,235 | $6,124,000 | 2.78% |
| Stratford Consulting, LLC | 162,784 | $7,211,000 | 2.47% |
| Efficient Advisors, LLC | 271,176 | $12,013,000 | 2.20% |
| PALLADIUM PARTNERS LLC | 614,023 | $28,030,000 | 1.96% |