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 2017 | $169,000 | +186.4% | 3,691 | +182.6% | 0.04% | +137.5% |
| Q1 2017 | $59,000 | -59.0% | 1,306 | -64.6% | 0.02% | -54.3% |
| Q4 2016 | $144,000 | +14300.0% | 3,691 | +14664.0% | 0.04% | – |
| Q3 2016 | $1,000 | -98.9% | 25 | -99.0% | 0.00% | -100.0% |
| Q2 2016 | $93,000 | +9200.0% | 2,410 | +9941.7% | 0.02% | – |
| Q1 2016 | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – |
| Q4 2015 | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – |
| Q3 2015 | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – |
| Q2 2015 | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – |
| Q1 2015 | $1,000 | -94.7% | 24 | -94.6% | 0.00% | -100.0% |
| Q4 2014 | $19,000 | -42.4% | 443 | -38.0% | 0.00% | -33.3% |
| Q3 2014 | $33,000 | -15.4% | 714 | -11.7% | 0.01% | -14.3% |
| Q2 2014 | $39,000 | +2.6% | 809 | +0.5% | 0.01% | -12.5% |
| Q1 2014 | $38,000 | -15.6% | 805 | -18.4% | 0.01% | +33.3% |
| Q4 2013 | $45,000 | -28.6% | 987 | -27.2% | 0.01% | -40.0% |
| Q3 2013 | $63,000 | -28.4% | 1,355 | -28.9% | 0.01% | -33.3% |
| Q2 2013 | $88,000 | – | 1,906 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 282,354 | $14,482,000 | 7.82% |
| Great Point Wealth Advisors, LLC | 284,208 | $14,577,000 | 5.58% |
| Financial Planning & Information Services, Inc. | 304,944 | $15,641,000 | 4.79% |
| America First Investment Advisors, LLC | 262,322 | $13,454,000 | 4.08% |
| Neumann Capital Management, LLC | 157,494 | $8,078,000 | 3.84% |
| Swaine & Leidel Wealth Services, LLC | 95,980 | $4,923,000 | 3.17% |
| Asset Management Advisors, LLC | 74,263 | $3,809,000 | 2.88% |
| Baker Ellis Asset Management LLC | 179,039 | $9,183,000 | 1.98% |
| Tacita Capital Inc | 57,760 | $2,963,000 | 1.92% |
| CAPITAL MANAGEMENT CORP /VA | 159,123 | $8,161,000 | 1.82% |