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 | $1,626,042 | -2.6% | 35,158 | -2.0% | 0.03% | 0.0% |
| Q2 2023 | $1,669,632 | -2.5% | 35,891 | -4.0% | 0.03% | -6.5% |
| Q1 2023 | $1,712,344 | +4.1% | 37,396 | 0.0% | 0.03% | -3.1% |
| Q4 2022 | $1,644,655 | +14.9% | 37,396 | +4.1% | 0.03% | +6.7% |
| Q3 2022 | $1,431,000 | -16.1% | 35,937 | -6.0% | 0.03% | -11.8% |
| Q2 2022 | $1,705,000 | -19.2% | 38,215 | -3.5% | 0.03% | -5.6% |
| Q1 2022 | $2,110,000 | +1.0% | 39,597 | +0.3% | 0.04% | +5.9% |
| Q4 2021 | $2,090,000 | -1.2% | 39,483 | -0.3% | 0.03% | -12.8% |
| Q3 2021 | $2,116,000 | -5.7% | 39,583 | -3.9% | 0.04% | -2.5% |
| Q2 2021 | $2,244,000 | +6.2% | 41,189 | 0.0% | 0.04% | -2.4% |
| Q1 2021 | $2,113,000 | -4.0% | 41,189 | -10.7% | 0.04% | -12.8% |
| Q4 2020 | $2,202,000 | +14.3% | 46,148 | -0.9% | 0.05% | +2.2% |
| Q3 2020 | $1,926,000 | +2.3% | 46,576 | -3.5% | 0.05% | -11.5% |
| Q2 2020 | $1,882,000 | +7.3% | 48,256 | -9.2% | 0.05% | -8.8% |
| Q1 2020 | $1,754,000 | -25.9% | 53,132 | +7.4% | 0.06% | -8.1% |
| Q4 2019 | $2,366,000 | +5.1% | 49,484 | -2.7% | 0.06% | -3.1% |
| Q3 2019 | $2,252,000 | -6.6% | 50,834 | -0.8% | 0.06% | -9.9% |
| Q2 2019 | $2,411,000 | +0.8% | 51,247 | +0.9% | 0.07% | -2.7% |
| Q1 2019 | $2,393,000 | +10.2% | 50,783 | -2.1% | 0.07% | -2.7% |
| Q4 2018 | $2,172,000 | -5.9% | 51,879 | +2.6% | 0.08% | +4.2% |
| Q3 2018 | $2,308,000 | -16.0% | 50,563 | -12.3% | 0.07% | -20.9% |
| Q2 2018 | $2,749,000 | -9.6% | 57,656 | +2.4% | 0.09% | -10.8% |
| Q1 2018 | $3,041,000 | +3.6% | 56,281 | 0.0% | 0.10% | 0.0% |
| Q4 2017 | $2,935,000 | +8.5% | 56,281 | +2.0% | 0.10% | +3.0% |
| Q3 2017 | $2,704,000 | -1.3% | 55,154 | -7.9% | 0.10% | -6.6% |
| Q2 2017 | $2,741,000 | -0.4% | 59,901 | -2.3% | 0.11% | -4.5% |
| Q1 2017 | $2,753,000 | +14.9% | 61,341 | +0.2% | 0.11% | +8.8% |
| Q4 2016 | $2,395,000 | -17.9% | 61,236 | -12.3% | 0.10% | -19.7% |
| Q3 2016 | $2,916,000 | +7.8% | 69,849 | 0.0% | 0.13% | +6.7% |
| Q2 2016 | $2,705,000 | -7.8% | 69,849 | -10.1% | 0.12% | -8.5% |
| Q1 2016 | $2,933,000 | +53.2% | 77,658 | +42.2% | 0.13% | +49.4% |
| Q4 2015 | $1,914,000 | -67.2% | 54,604 | -66.7% | 0.09% | -69.4% |
| Q3 2015 | $5,842,000 | -15.9% | 164,052 | +2.5% | 0.28% | -7.8% |
| Q2 2015 | $6,944,000 | +3.6% | 160,084 | +5.6% | 0.31% | +0.3% |
| Q1 2015 | $6,702,000 | +28.2% | 151,564 | +25.1% | 0.31% | +23.8% |
| Q4 2014 | $5,229,000 | -26.5% | 121,182 | -21.2% | 0.25% | -28.3% |
| Q3 2014 | $7,110,000 | -1.4% | 153,822 | +2.4% | 0.35% | -2.5% |
| Q2 2014 | $7,209,000 | +12.2% | 150,267 | +9.0% | 0.36% | +7.9% |
| Q1 2014 | $6,427,000 | +7.2% | 137,887 | +6.0% | 0.33% | +6.8% |
| Q4 2013 | $5,997,000 | -5.1% | 130,108 | -4.0% | 0.31% | -9.9% |
| Q3 2013 | $6,321,000 | +0.5% | 135,510 | -0.8% | 0.34% | -2.8% |
| Q2 2013 | $6,287,000 | – | 136,553 | – | 0.35% | – |
Download | ||||||
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% |