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 | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $6,478,000 | -1.3% | 135,837 | +11.8% | 0.96% | +0.6% |
| Q1 2018 | $6,563,000 | +21.2% | 121,455 | +17.0% | 0.95% | +26.2% |
| Q4 2017 | $5,415,000 | +17.5% | 103,835 | +10.5% | 0.76% | +6.5% |
| Q3 2017 | $4,609,000 | +13.1% | 93,995 | +5.5% | 0.71% | -18.9% |
| Q2 2017 | $4,075,000 | +30.9% | 89,075 | +28.4% | 0.88% | -16.6% |
| Q1 2017 | $3,114,000 | +71.5% | 69,395 | +49.4% | 1.05% | +39.1% |
| Q4 2016 | $1,816,000 | +311.8% | 46,435 | +339.9% | 0.76% | +266.5% |
| Q3 2016 | $441,000 | -7.7% | 10,555 | -14.5% | 0.21% | -6.8% |
| Q2 2016 | $478,000 | +12.7% | 12,342 | +10.0% | 0.22% | +12.8% |
| Q1 2016 | $424,000 | -23.0% | 11,220 | -28.6% | 0.20% | -11.3% |
| Q4 2015 | $551,000 | -1.6% | 15,708 | 0.0% | 0.22% | +2.3% |
| Q3 2015 | $560,000 | -23.3% | 15,708 | -6.7% | 0.22% | -3.1% |
| Q2 2015 | $730,000 | +33.7% | 16,830 | +36.4% | 0.22% | +259.7% |
| Q1 2015 | $546,000 | +462.9% | 12,342 | +450.0% | 0.06% | +77.1% |
| Q4 2014 | $97,000 | – | 2,244 | – | 0.04% | – |
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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% |