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 | $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 | 278,599 | $13,295,000 | 7.61% |
| Great Point Wealth Advisors, LLC | 268,388 | $12,807,000 | 5.50% |
| Financial Planning & Information Services, Inc. | 301,258 | $14,376,000 | 4.84% |
| America First Investment Advisors, LLC | 266,443 | $12,715,000 | 3.85% |
| Neumann Capital Management, LLC | 157,614 | $7,521,000 | 3.80% |
| Asset Management Advisors, LLC | 73,480 | $3,506,000 | 3.19% |
| Swaine & Leidel Wealth Services, LLC | 82,475 | $3,936,000 | 2.85% |
| Efficient Advisors, LLC | 298,878 | $14,262,000 | 2.18% |
| Tacita Capital Inc | 66,650 | $3,181,000 | 2.09% |
| Baker Ellis Asset Management LLC | 159,133 | $7,594,000 | 1.81% |