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 | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |