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 | $373 | -1.8% | 8,066 | -1.2% | 0.28% | +0.7% |
| Q2 2023 | $380 | +1.6% | 8,167 | 0.0% | 0.28% | -3.1% |
| Q1 2023 | $374 | +1.4% | 8,167 | -2.7% | 0.29% | -5.8% |
| Q4 2022 | $369 | -99.9% | 8,396 | -4.0% | 0.31% | +2.3% |
| Q3 2022 | $348,000 | -10.8% | 8,745 | 0.0% | 0.30% | -5.0% |
| Q2 2022 | $390,000 | -16.8% | 8,745 | -0.6% | 0.32% | -5.9% |
| Q1 2022 | $469,000 | +0.4% | 8,800 | 0.0% | 0.34% | +7.7% |
| Q4 2021 | $467,000 | -2.7% | 8,800 | -2.0% | 0.31% | -7.7% |
| Q3 2021 | $480,000 | -9.8% | 8,976 | -8.2% | 0.34% | -5.3% |
| Q2 2021 | $532,000 | +6.2% | 9,780 | -0.0% | 0.36% | 0.0% |
| Q1 2021 | $501,000 | +1.6% | 9,782 | -5.5% | 0.36% | 0.0% |
| Q4 2020 | $493,000 | +14.1% | 10,353 | -0.9% | 0.36% | +0.3% |
| Q3 2020 | $432,000 | +2.1% | 10,449 | -4.0% | 0.36% | -3.0% |
| Q2 2020 | $423,000 | -18.5% | 10,889 | -30.8% | 0.37% | -23.5% |
| Q1 2020 | $519,000 | -65.7% | 15,728 | -50.4% | 0.48% | -55.5% |
| Q4 2019 | $1,515,000 | +7.8% | 31,688 | -0.2% | 1.08% | +2.7% |
| Q3 2019 | $1,406,000 | -5.1% | 31,746 | +0.9% | 1.05% | -4.4% |
| Q2 2019 | $1,481,000 | -1.9% | 31,475 | -1.9% | 1.10% | -2.9% |
| Q1 2019 | $1,510,000 | +11.7% | 32,070 | -0.7% | 1.13% | +0.4% |
| Q4 2018 | $1,352,000 | -11.4% | 32,295 | -3.4% | 1.13% | +2.8% |
| Q3 2018 | $1,526,000 | -12.9% | 33,434 | -9.0% | 1.10% | -7.5% |
| Q2 2018 | $1,752,000 | -13.9% | 36,743 | -2.4% | 1.19% | -13.0% |
| Q1 2018 | $2,035,000 | +2.8% | 37,653 | -0.9% | 1.36% | -1.4% |
| Q4 2017 | $1,980,000 | +2.5% | 37,978 | -3.6% | 1.38% | -4.1% |
| Q3 2017 | $1,932,000 | +4.1% | 39,405 | -2.9% | 1.44% | -1.2% |
| Q2 2017 | $1,856,000 | -0.5% | 40,585 | -2.4% | 1.46% | -6.6% |
| Q1 2017 | $1,865,000 | +12.1% | 41,569 | -2.3% | 1.57% | +4.0% |
| Q4 2016 | $1,663,000 | -6.9% | 42,534 | -0.6% | 1.51% | -8.6% |
| Q3 2016 | $1,787,000 | +1.4% | 42,793 | -6.0% | 1.65% | -3.1% |
| Q2 2016 | $1,762,000 | +1.2% | 45,504 | -1.3% | 1.70% | -2.7% |
| Q1 2016 | $1,741,000 | -11.3% | 46,108 | -17.6% | 1.75% | -18.0% |
| Q4 2015 | $1,962,000 | – | 55,960 | – | 2.13% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 238,130 | $11,204,000 | 8.33% |
| Great Point Wealth Advisors, LLC | 196,099 | $9,226,000 | 7.45% |
| Neumann Capital Management, LLC | 166,932 | $7,854,000 | 4.87% |
| Financial Planning & Information Services, Inc. | 210,152 | $9,888,000 | 4.28% |
| America First Investment Advisors, LLC | 272,019 | $12,798,000 | 3.89% |
| White Pine Investment CO | 135,961 | $6,397,000 | 3.02% |
| Stratford Consulting, LLC | 155,107 | $7,298,000 | 2.58% |
| Osbon Capital Management LLC | 46,395 | $2,183,000 | 2.32% |
| Biltmore Family Office, LLC | 88,009 | $4,141,000 | 2.24% |
| Efficient Advisors, LLC | 264,875 | $12,462,000 | 2.18% |