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 | $43,275 | +1.1% | 935 | +1.6% | 0.00% | 0.0% |
| Q2 2023 | $42,809 | +3.6% | 920 | +2.0% | 0.00% | 0.0% |
| Q1 2023 | $41,313 | +4.4% | 902 | +0.2% | 0.00% | 0.0% |
| Q4 2022 | $39,589 | +10.0% | 900 | +0.7% | 0.00% | 0.0% |
| Q3 2022 | $36,000 | -7.7% | 894 | +2.1% | 0.00% | 0.0% |
| Q2 2022 | $39,000 | -15.2% | 876 | +2.5% | 0.00% | 0.0% |
| Q1 2022 | $46,000 | +2.2% | 855 | +0.2% | 0.00% | 0.0% |
| Q4 2021 | $45,000 | 0.0% | 853 | +1.2% | 0.00% | 0.0% |
| Q3 2021 | $45,000 | 0.0% | 843 | +1.2% | 0.00% | 0.0% |
| Q2 2021 | $45,000 | +7.1% | 833 | +1.3% | 0.00% | 0.0% |
| Q1 2021 | $42,000 | +7.7% | 822 | +0.2% | 0.00% | 0.0% |
| Q4 2020 | $39,000 | +14.7% | 820 | +1.0% | 0.00% | 0.0% |
| Q3 2020 | $34,000 | +9.7% | 812 | +1.6% | 0.00% | 0.0% |
| Q2 2020 | $31,000 | +19.2% | 799 | +1.4% | 0.00% | 0.0% |
| Q1 2020 | $26,000 | – | 788 | – | 0.00% | – |
Download | ||||||
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% |