WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 186 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is 5.27 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $33,307 | -0.6% | 720 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $33,501 | +1.6% | 720 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $32,968 | +15.1% | 720 | +10.6% | 0.01% | 0.0% |
| Q4 2022 | $28,637 | -99.9% | 651 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $25,922,000 | -10.8% | 651 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $29,060,000 | -16.2% | 651 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $34,698,000 | +0.7% | 651 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $34,450,000 | -1.0% | 651 | 0.0% | 0.01% | -16.7% |
| Q3 2021 | $34,815,000 | +49.8% | 651 | +17.3% | 0.01% | -33.3% |
| Q4 2018 | $23,248,000 | -6.3% | 555 | 0.0% | 0.01% | +12.5% |
| Q3 2018 | $24,809,000 | -6.9% | 555 | 0.0% | 0.01% | -11.1% |
| Q2 2018 | $26,640,000 | -71.3% | 555 | -67.7% | 0.01% | -69.0% |
| Q1 2018 | $92,895,000 | – | 1,719 | – | 0.03% | – |
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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% |