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 | 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% |