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 | $268 | -0.7% | 5,786 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $270 | +1.9% | 5,786 | 0.0% | 0.02% | -8.0% |
| Q1 2023 | $265 | +11.3% | 5,786 | +7.2% | 0.02% | +4.2% |
| Q4 2022 | $238 | -99.9% | 5,397 | +19.2% | 0.02% | +20.0% |
| Q3 2022 | $181,000 | -10.8% | 4,529 | 0.0% | 0.02% | -33.3% |
| Q2 2022 | $203,000 | -16.1% | 4,529 | 0.0% | 0.03% | +11.1% |
| Q1 2022 | $242,000 | +7.6% | 4,529 | +6.7% | 0.03% | 0.0% |
| Q4 2021 | $225,000 | +11.9% | 4,245 | +13.0% | 0.03% | +3.8% |
| Q3 2021 | $201,000 | +1.5% | 3,756 | +3.5% | 0.03% | -10.3% |
| Q2 2021 | $198,000 | +10.0% | 3,629 | +3.4% | 0.03% | -29.3% |
| Q1 2021 | $180,000 | +11.1% | 3,511 | +3.8% | 0.04% | +28.1% |
| Q4 2020 | $162,000 | +15.7% | 3,383 | 0.0% | 0.03% | +3.2% |
| Q3 2020 | $140,000 | +6.1% | 3,383 | 0.0% | 0.03% | -13.9% |
| Q2 2020 | $132,000 | +18.9% | 3,383 | 0.0% | 0.04% | +9.1% |
| Q1 2020 | $111,000 | -23.4% | 3,383 | +12.1% | 0.03% | -19.5% |
| Q4 2019 | $145,000 | +15.1% | 3,017 | +6.5% | 0.04% | -2.4% |
| Q3 2019 | $126,000 | +13.5% | 2,832 | +20.2% | 0.04% | +16.7% |
| Q2 2019 | $111,000 | +11.0% | 2,357 | +11.4% | 0.04% | +2.9% |
| Q1 2019 | $100,000 | +1.0% | 2,116 | -10.3% | 0.04% | -14.6% |
| Q4 2018 | $99,000 | +10.0% | 2,358 | +19.0% | 0.04% | +20.6% |
| Q3 2018 | $90,000 | +3.4% | 1,981 | +9.1% | 0.03% | +13.3% |
| Q2 2018 | $87,000 | -11.2% | 1,815 | 0.0% | 0.03% | -38.8% |
| Q1 2018 | $98,000 | +21.0% | 1,815 | +16.4% | 0.05% | +48.5% |
| Q4 2017 | $81,000 | +84.1% | 1,559 | +73.0% | 0.03% | +57.1% |
| Q3 2017 | $44,000 | +12.8% | 901 | +4.9% | 0.02% | +5.0% |
| Q2 2017 | $39,000 | – | 859 | – | 0.02% | – |
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% |