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 | $35,364,106 | -0.7% | 764,469 | -0.2% | 0.17% | +23.7% |
| Q2 2023 | $35,626,315 | +2.8% | 765,663 | +0.3% | 0.14% | +69.5% |
| Q1 2023 | $34,643,101 | +5.7% | 763,147 | +2.5% | 0.08% | -61.0% |
| Q4 2022 | $32,765,861 | +12.2% | 744,842 | +1.6% | 0.21% | -40.2% |
| Q3 2022 | $29,192,000 | -10.6% | 733,097 | +0.2% | 0.35% | -2.8% |
| Q2 2022 | $32,647,000 | +1439.2% | 731,341 | +1039.1% | 0.36% | +169.4% |
| Q1 2020 | $2,121,000 | -23.9% | 64,205 | +10.2% | 0.13% | -5.6% |
| Q4 2019 | $2,787,000 | +7.9% | 58,285 | +0.0% | 0.14% | -6.6% |
| Q3 2019 | $2,582,000 | -5.5% | 58,283 | +0.3% | 0.15% | -11.6% |
| Q2 2019 | $2,733,000 | -0.1% | 58,080 | 0.0% | 0.17% | -6.5% |
| Q1 2019 | $2,736,000 | +23.8% | 58,080 | +10.1% | 0.18% | +24.3% |
| Q4 2018 | $2,210,000 | +7.6% | 52,749 | +17.2% | 0.15% | +4.2% |
| Q3 2018 | $2,054,000 | -4.3% | 45,000 | 0.0% | 0.14% | -10.7% |
| Q2 2018 | $2,146,000 | -7.7% | 45,000 | +4.7% | 0.16% | -10.7% |
| Q1 2018 | $2,324,000 | +12.8% | 43,000 | +8.9% | 0.18% | +29.0% |
| Q4 2017 | $2,060,000 | +6.4% | 39,500 | 0.0% | 0.14% | +0.7% |
| Q3 2017 | $1,937,000 | +7.2% | 39,500 | 0.0% | 0.14% | -9.3% |
| Q2 2017 | $1,807,000 | +1.9% | 39,500 | 0.0% | 0.15% | +2.0% |
| Q1 2017 | $1,773,000 | – | 39,500 | – | 0.15% | – |
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% |