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 | $1,748,514 | -2.6% | 37,798 | -2.0% | 0.07% | -5.6% |
| Q2 2023 | $1,795,290 | +3.8% | 38,583 | +2.2% | 0.07% | -4.0% |
| Q1 2023 | $1,729,036 | +6.3% | 37,760 | +2.1% | 0.08% | -2.6% |
| Q4 2022 | $1,627,026 | +19.9% | 36,986 | +8.6% | 0.08% | +8.5% |
| Q3 2022 | $1,357,000 | -6.9% | 34,067 | +4.4% | 0.07% | -6.6% |
| Q2 2022 | $1,457,000 | -9.8% | 32,638 | +7.7% | 0.08% | -6.2% |
| Q1 2022 | $1,615,000 | +15.9% | 30,292 | +15.0% | 0.08% | +15.7% |
| Q4 2021 | $1,394,000 | +7.3% | 26,347 | +8.5% | 0.07% | -5.4% |
| Q3 2021 | $1,299,000 | -4.7% | 24,282 | -2.9% | 0.07% | -10.8% |
| Q2 2021 | $1,363,000 | +19.1% | 25,018 | +12.2% | 0.08% | -9.8% |
| Q1 2021 | $1,144,000 | +21.1% | 22,301 | +12.6% | 0.09% | +27.8% |
| Q4 2020 | $945,000 | +18.9% | 19,812 | +3.0% | 0.07% | +5.9% |
| Q3 2020 | $795,000 | +10.3% | 19,232 | +4.0% | 0.07% | +1.5% |
| Q2 2020 | $721,000 | +17.4% | 18,495 | -0.4% | 0.07% | 0.0% |
| Q1 2020 | $614,000 | -32.5% | 18,577 | -2.3% | 0.07% | -33.0% |
| Q4 2019 | $910,000 | +21.3% | 19,021 | +12.4% | 0.10% | +9.9% |
| Q3 2019 | $750,000 | +6.7% | 16,920 | +13.3% | 0.09% | -1.1% |
| Q2 2019 | $703,000 | +33.1% | 14,940 | +33.4% | 0.09% | +19.5% |
| Q1 2019 | $528,000 | +67.1% | 11,200 | +48.3% | 0.08% | +42.6% |
| Q4 2018 | $316,000 | +1.6% | 7,553 | +10.9% | 0.05% | -1.8% |
| Q3 2018 | $311,000 | -3.1% | 6,811 | +1.2% | 0.06% | -8.3% |
| Q2 2018 | $321,000 | -6.4% | 6,732 | +6.0% | 0.06% | -11.8% |
| Q1 2018 | $343,000 | +9.2% | 6,352 | +5.4% | 0.07% | +1.5% |
| Q4 2017 | $314,000 | +9.4% | 6,028 | +3.1% | 0.07% | +1.5% |
| Q3 2017 | $287,000 | +15.7% | 5,848 | +8.0% | 0.07% | +10.0% |
| Q2 2017 | $248,000 | +2.5% | 5,413 | +0.4% | 0.06% | 0.0% |
| Q1 2017 | $242,000 | – | 5,390 | – | 0.06% | – |
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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% |