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 | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $539,000 | -97.5% | 12,485 | -97.3% | 0.08% | -97.6% |
| Q3 2014 | $21,167,000 | -4.3% | 457,958 | -0.6% | 3.31% | -6.1% |
| Q2 2014 | $22,110,000 | +4.3% | 460,809 | +1.3% | 3.53% | +1.9% |
| Q1 2014 | $21,196,000 | -10.3% | 454,762 | -11.3% | 3.46% | -8.2% |
| Q4 2013 | $23,633,000 | +3.4% | 512,752 | +4.7% | 3.77% | -5.9% |
| Q3 2013 | $22,852,000 | +2201.3% | 489,865 | +2172.0% | 4.01% | +2077.7% |
| Q2 2013 | $993,000 | – | 21,561 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 282,354 | $14,482,000 | 7.82% |
| Great Point Wealth Advisors, LLC | 284,208 | $14,577,000 | 5.58% |
| Financial Planning & Information Services, Inc. | 304,944 | $15,641,000 | 4.79% |
| America First Investment Advisors, LLC | 262,322 | $13,454,000 | 4.08% |
| Neumann Capital Management, LLC | 157,494 | $8,078,000 | 3.84% |
| Swaine & Leidel Wealth Services, LLC | 95,980 | $4,923,000 | 3.17% |
| Asset Management Advisors, LLC | 74,263 | $3,809,000 | 2.88% |
| Baker Ellis Asset Management LLC | 179,039 | $9,183,000 | 1.98% |
| Tacita Capital Inc | 57,760 | $2,963,000 | 1.92% |
| CAPITAL MANAGEMENT CORP /VA | 159,123 | $8,161,000 | 1.82% |