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 2016 | $835,000 | +7.7% | 20,000 | 0.0% | 0.12% | +4.2% |
| Q2 2016 | $775,000 | +2.5% | 20,000 | 0.0% | 0.12% | -2.4% |
| Q1 2016 | $756,000 | +7.8% | 20,000 | 0.0% | 0.12% | +4.2% |
| Q4 2015 | $701,000 | -1.5% | 20,000 | 0.0% | 0.12% | -4.1% |
| Q3 2015 | $712,000 | -18.0% | 20,000 | 0.0% | 0.12% | -3.1% |
| Q2 2015 | $868,000 | -1.9% | 20,000 | 0.0% | 0.13% | +0.8% |
| Q1 2015 | $885,000 | +2.5% | 20,000 | 0.0% | 0.13% | +0.8% |
| Q4 2014 | $863,000 | -6.6% | 20,000 | 0.0% | 0.12% | -11.3% |
| Q3 2014 | $924,000 | -3.8% | 20,000 | 0.0% | 0.14% | +6.0% |
| Q2 2014 | $960,000 | +37.3% | 20,000 | +33.3% | 0.13% | +27.9% |
| Q1 2014 | $699,000 | +51.6% | 15,000 | +50.0% | 0.10% | +35.1% |
| Q4 2013 | $461,000 | – | 10,000 | – | 0.08% | – |
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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% |