WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 182 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 2.10 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $71,379 | -35.6% | 1,543 | -35.2% | 0.00% | -50.0% |
| Q2 2023 | $110,881 | +1.6% | 2,383 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $109,118 | +100.5% | 2,383 | +92.6% | 0.00% | +100.0% |
| Q4 2022 | $54,416 | +2.7% | 1,237 | -6.3% | 0.00% | 0.0% |
| Q3 2022 | $53,000 | -10.2% | 1,320 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $59,000 | -15.7% | 1,320 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $70,000 | 0.0% | 1,320 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $70,000 | -1.4% | 1,320 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $71,000 | -1.4% | 1,320 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $72,000 | +5.9% | 1,320 | 0.0% | 0.00% | -50.0% |
| Q1 2021 | $68,000 | +1600.0% | 1,320 | +1490.4% | 0.00% | – |
| Q4 2020 | $4,000 | – | 83 | – | 0.00% | – |
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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% |