WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 174 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is 12.19 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,159 | -77.2% | 68 | -77.2% | 0.00% | -100.0% |
| Q2 2023 | $13,852 | +3.7% | 298 | +2.1% | 0.00% | 0.0% |
| Q1 2023 | $13,364 | +4.4% | 292 | +0.3% | 0.00% | 0.0% |
| Q4 2022 | $12,806 | +6.7% | 291 | +0.7% | 0.00% | 0.0% |
| Q3 2022 | $12,000 | -20.0% | 289 | +4.7% | 0.00% | 0.0% |
| Q4 2021 | $15,000 | 0.0% | 276 | +1.1% | 0.00% | 0.0% |
| Q3 2021 | $15,000 | 0.0% | 273 | +1.1% | 0.00% | 0.0% |
| Q2 2021 | $15,000 | – | 270 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 274,291 | $14,669,000 | 7.39% |
| Great Point Wealth Advisors, LLC | 302,479 | $16,177,000 | 5.56% |
| WADDELL & ASSOCIATES, LLC | 513,705 | $27,473,000 | 4.68% |
| Financial Planning & Information Services, Inc. | 314,116 | $16,799,000 | 4.57% |
| America First Investment Advisors, LLC | 267,612 | $14,312,000 | 4.35% |
| Neumann Capital Management, LLC | 158,546 | $8,479,000 | 3.81% |
| Asset Management Advisors, LLC | 72,861 | $3,897,000 | 2.94% |
| Baker Ellis Asset Management LLC | 190,518 | $9,993,000 | 1.92% |
| Tacita Capital Inc | 56,885 | $3,042,000 | 1.86% |
| PALLADIUM PARTNERS LLC | 728,180 | $38,943,000 | 1.77% |