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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $10,238 | +3.0% | 205,081 | -4.6% | 3.74% | -15.7% |
| Q3 2023 | $9,942 | -23.1% | 214,919 | -22.6% | 4.44% | -28.3% |
| Q2 2023 | $12,928 | -3.5% | 277,838 | -5.0% | 6.19% | -4.5% |
| Q1 2023 | $13,394 | +3.0% | 292,499 | -1.1% | 6.48% | -2.5% |
| Q4 2022 | $13,009 | -99.9% | 295,729 | -0.3% | 6.65% | -1.3% |
| Q3 2022 | $11,812,000 | -9.9% | 296,643 | +1.0% | 6.73% | -3.3% |
| Q2 2022 | $13,105,000 | -14.7% | 293,566 | +1.9% | 6.96% | -5.6% |
| Q1 2022 | $15,358,000 | +3.0% | 288,144 | +2.3% | 7.37% | +8.8% |
| Q4 2021 | $14,904,000 | +1.6% | 281,630 | +2.7% | 6.78% | -8.2% |
| Q3 2021 | $14,669,000 | -5.5% | 274,291 | -3.8% | 7.39% | -5.8% |
| Q2 2021 | $15,530,000 | +7.2% | 285,062 | +1.0% | 7.84% | +0.3% |
| Q1 2021 | $14,482,000 | +8.9% | 282,354 | +1.3% | 7.82% | +2.7% |
| Q4 2020 | $13,295,000 | +17.8% | 278,599 | +2.0% | 7.61% | +2.6% |
| Q3 2020 | $11,289,000 | +5.6% | 273,012 | -0.4% | 7.42% | +1.4% |
| Q2 2020 | $10,695,000 | +38.3% | 274,166 | +17.1% | 7.31% | +39.3% |
| Q1 2020 | $7,733,000 | -36.7% | 234,132 | -8.3% | 5.25% | -37.3% |
| Q4 2019 | $12,216,000 | +11.6% | 255,452 | +3.4% | 8.38% | +5.6% |
| Q3 2019 | $10,945,000 | -2.3% | 247,056 | +3.7% | 7.93% | -4.8% |
| Q2 2019 | $11,204,000 | +4.8% | 238,130 | +4.9% | 8.33% | +4.3% |
| Q1 2019 | $10,694,000 | +20.6% | 226,999 | +7.3% | 7.99% | +4.5% |
| Q4 2018 | $8,864,000 | -6.9% | 211,599 | +1.4% | 7.65% | +3.9% |
| Q3 2018 | $9,525,000 | +0.2% | 208,644 | +4.7% | 7.36% | -4.8% |
| Q2 2018 | $9,502,000 | -10.9% | 199,250 | +0.9% | 7.73% | -13.6% |
| Q1 2018 | $10,670,000 | +5.7% | 197,455 | +2.0% | 8.95% | +9.1% |
| Q4 2017 | $10,095,000 | +4.7% | 193,572 | -1.5% | 8.20% | -1.0% |
| Q3 2017 | $9,638,000 | +11.4% | 196,576 | +3.9% | 8.29% | +11.3% |
| Q2 2017 | $8,655,000 | +1.2% | 189,179 | -0.8% | 7.44% | +0.4% |
| Q1 2017 | $8,555,000 | – | 190,620 | – | 7.41% | – |
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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% |