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 | $3,937,879 | +24.3% | 85,125 | +25.1% | 0.36% | +29.0% |
| Q2 2023 | $3,166,819 | +14.5% | 68,060 | +12.7% | 0.28% | +6.0% |
| Q1 2023 | $2,765,199 | +22.9% | 60,389 | +18.1% | 0.27% | +14.1% |
| Q4 2022 | $2,249,558 | -2.3% | 51,138 | -11.6% | 0.23% | +8.8% |
| Q3 2022 | $2,302,000 | -51.3% | 57,816 | -44.9% | 0.22% | -47.4% |
| Q2 2022 | $4,723,000 | – | 104,976 | – | 0.41% | – |
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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% |