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 | $18,277,646 | +54.1% | 395,106 | +55.0% | 0.91% | +61.0% |
| Q2 2023 | $11,858,134 | +2.3% | 254,849 | +0.6% | 0.56% | -3.3% |
| Q1 2023 | $11,595,312 | +3261.0% | 253,228 | +2324.4% | 0.58% | +2142.3% |
| Q1 2020 | $345,000 | -97.8% | 10,445 | -96.8% | 0.03% | -97.1% |
| Q4 2019 | $15,693,000 | +10.3% | 328,148 | +2.2% | 0.91% | +2.7% |
| Q3 2019 | $14,227,000 | -3.4% | 321,141 | +2.6% | 0.89% | -5.2% |
| Q2 2019 | $14,721,000 | – | 312,894 | – | 0.94% | – |
Download | ||||||
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% |