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 | $652,266 | -100.0% | 14,100 | -73.5% | 0.03% | -84.4% |
| Q4 2015 | $2,298,702,000 | +370.6% | 53,260 | +288.3% | 0.17% | +406.1% |
| Q3 2015 | $488,427,000 | -18.7% | 13,716 | -1.0% | 0.03% | -5.7% |
| Q2 2015 | $600,994,000 | -18.2% | 13,851 | -16.6% | 0.04% | -16.7% |
| Q1 2015 | $734,661,000 | -68.0% | 16,610 | -68.8% | 0.04% | -68.9% |
| Q4 2014 | $2,298,702,000 | -92.2% | 53,260 | -91.7% | 0.14% | -92.4% |
| Q3 2014 | $29,520,399,000 | -8.1% | 638,698 | -4.6% | 1.78% | -5.3% |
| Q2 2014 | $32,125,755,000 | +8.4% | 669,565 | +5.3% | 1.88% | +2.4% |
| Q1 2014 | $29,638,771,000 | +10.1% | 635,889 | +8.9% | 1.84% | +4.5% |
| Q4 2013 | $26,922,183,000 | -0.2% | 584,122 | +1.2% | 1.76% | -11.7% |
| Q3 2013 | $26,964,591,000 | -2.1% | 577,376 | -3.5% | 1.99% | -9.7% |
| Q2 2013 | $27,533,347,000 | – | 598,031 | – | 2.21% | – |
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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% |