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 | $951 | +16.8% | 20,568 | +17.5% | 0.00% | 0.0% |
| Q2 2023 | $814 | +7.7% | 17,500 | +6.0% | 0.00% | +50.0% |
| Q1 2023 | $756 | +6.3% | 16,508 | +2.1% | 0.00% | 0.0% |
| Q4 2022 | $711 | -99.9% | 16,165 | +36.4% | 0.00% | 0.0% |
| Q3 2022 | $529,000 | 0.0% | 11,854 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $529,000 | -10.8% | 11,854 | +6.6% | 0.00% | 0.0% |
| Q1 2022 | $593,000 | +94.4% | 11,119 | +93.1% | 0.00% | +100.0% |
| Q4 2021 | $305,000 | – | 5,757 | – | 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% |