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 | $416,340 | -0.6% | 9,000 | 0.0% | 0.01% | +9.1% |
| Q2 2023 | $418,770 | +1.6% | 9,000 | 0.0% | 0.01% | -15.4% |
| Q1 2023 | $412,110 | +4.1% | 9,000 | 0.0% | 0.01% | -7.1% |
| Q4 2022 | $395,910 | +10.6% | 9,000 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $358,000 | -10.9% | 9,000 | 0.0% | 0.01% | -6.7% |
| Q2 2022 | $402,000 | -16.2% | 9,000 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $480,000 | +0.8% | 9,000 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $476,000 | -1.0% | 9,000 | 0.0% | 0.02% | -6.2% |
| Q3 2021 | $481,000 | -1.8% | 9,000 | 0.0% | 0.02% | -5.9% |
| Q2 2021 | $490,000 | – | 9,000 | – | 0.02% | – |
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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% |