WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 201 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 2023 | $212,272 | +49.5% | 4,562 | +47.1% | 0.03% | +50.0% |
| Q1 2023 | $142,022 | +15.8% | 3,102 | +11.2% | 0.02% | +5.9% |
| Q4 2022 | $122,677 | +4.0% | 2,789 | -6.3% | 0.02% | -10.5% |
| Q3 2022 | $118,000 | -4.1% | 2,975 | +8.3% | 0.02% | 0.0% |
| Q2 2022 | $123,000 | -16.3% | 2,748 | -0.7% | 0.02% | -13.6% |
| Q1 2022 | $147,000 | +1.4% | 2,767 | +0.9% | 0.02% | +4.8% |
| Q4 2021 | $145,000 | 0.0% | 2,743 | +1.4% | 0.02% | -4.5% |
| Q3 2021 | $145,000 | +14400.0% | 2,704 | +26940.0% | 0.02% | – |
| Q2 2021 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q1 2021 | $1,000 | – | 10 | 0.0% | 0.00% | – |
| Q4 2020 | $0 | – | 10 | 0.0% | 0.00% | – |
| Q3 2020 | $0 | – | 10 | 0.0% | 0.00% | – |
| Q2 2020 | $0 | – | 10 | 0.0% | 0.00% | – |
| Q1 2020 | $0 | -100.0% | 10 | -85.7% | 0.00% | -100.0% |
| Q4 2019 | $3,000 | – | 70 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Unison Advisors LLC | 1,099,554 | $50,865,374 | 5.98% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 214,919 | $9,942 | 4.44% |
| Financial Planning & Information Services, Inc. | 446,924 | $20,674,694 | 3.85% |
| Great Point Wealth Advisors, LLC | 260,467 | $12,049,189 | 3.61% |
| Shore Point Advisors, LLC | 106,499 | $4,926,649 | 3.57% |
| Neumann Capital Management, LLC | 167,500 | $7,748,550 | 3.38% |
| MFA WEALTH ADVISORS, LLC | 228,514 | $10,571,077 | 3.28% |
| O'Connor Financial Group LLC | 67,791 | $3,135,969 | 2.15% |
| Creative Planning | 31,788,936 | $1,470,556,161 | 1.96% |
| Sound Stewardship, LLC | 60,761 | $2,810,811 | 1.89% |