WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 186 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is 5.27 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,209,943 | +10.5% | 26,155 | +11.2% | 0.03% | +4.0% |
| Q2 2023 | $1,094,817 | +12.3% | 23,529 | +10.5% | 0.02% | -3.8% |
| Q1 2023 | $975,079 | +26.7% | 21,294 | +21.7% | 0.03% | +36.8% |
| Q4 2022 | $769,466 | +151.5% | 17,491 | +127.8% | 0.02% | +111.1% |
| Q3 2022 | $306,000 | -5.3% | 7,679 | +6.0% | 0.01% | +12.5% |
| Q2 2022 | $323,000 | -4.7% | 7,243 | +13.9% | 0.01% | 0.0% |
| Q1 2022 | $339,000 | +4.3% | 6,360 | +3.7% | 0.01% | +14.3% |
| Q4 2021 | $325,000 | +2066.7% | 6,133 | +1758.5% | 0.01% | +600.0% |
| Q3 2018 | $15,000 | -16.7% | 330 | +1.2% | 0.00% | 0.0% |
| Q1 2018 | $18,000 | +5.9% | 326 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $17,000 | – | 326 | – | 0.00% | – |
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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% |