WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 194 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 3.96 and the average weighting 0.3%.
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 | 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% |