WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 191 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 4.39 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,321,087 | +4.1% | 50,175 | +4.7% | 0.40% | +6.1% |
Q2 2023 | $2,230,367 | +1.8% | 47,934 | +0.2% | 0.38% | -0.5% |
Q1 2023 | $2,191,112 | +8.4% | 47,851 | +4.2% | 0.38% | +5.6% |
Q4 2022 | $2,021,064 | +15.9% | 45,944 | +4.9% | 0.36% | +7.8% |
Q3 2022 | $1,744,000 | -1.8% | 43,797 | +10.1% | 0.33% | +5.0% |
Q2 2022 | $1,776,000 | +9.9% | 39,784 | +31.3% | 0.32% | +24.3% |
Q1 2022 | $1,616,000 | +22.9% | 30,310 | +23.4% | 0.26% | +26.2% |
Q4 2021 | $1,315,000 | +18.6% | 24,560 | +18.5% | 0.20% | +11.6% |
Q3 2021 | $1,109,000 | +29.6% | 20,730 | +31.9% | 0.18% | +28.4% |
Q2 2021 | $856,000 | +294.5% | 15,720 | +139.5% | 0.14% | +252.5% |
Q1 2020 | $217,000 | +361.7% | 6,564 | +556.4% | 0.04% | +100.0% |
Q2 2019 | $47,000 | -13.0% | 1,000 | -12.3% | 0.02% | -16.7% |
Q1 2019 | $54,000 | +42.1% | 1,140 | +26.7% | 0.02% | +26.3% |
Q4 2018 | $38,000 | -7.3% | 900 | 0.0% | 0.02% | +5.6% |
Q3 2018 | $41,000 | -18.0% | 900 | -14.3% | 0.02% | -28.0% |
Q2 2018 | $50,000 | -33.3% | 1,050 | -24.5% | 0.02% | -34.2% |
Q1 2018 | $75,000 | +4.2% | 1,390 | 0.0% | 0.04% | +8.6% |
Q4 2017 | $72,000 | -1.4% | 1,390 | -6.7% | 0.04% | -2.8% |
Q3 2017 | $73,000 | +7.4% | 1,490 | 0.0% | 0.04% | +2.9% |
Q2 2017 | $68,000 | -5.6% | 1,490 | -7.5% | 0.04% | -7.9% |
Q1 2017 | $72,000 | +14.3% | 1,611 | 0.0% | 0.04% | +15.2% |
Q4 2016 | $63,000 | +231.6% | 1,611 | +249.5% | 0.03% | +120.0% |
Q3 2016 | $19,000 | +5.6% | 461 | 0.0% | 0.02% | 0.0% |
Q2 2016 | $18,000 | +5.9% | 461 | 0.0% | 0.02% | +7.1% |
Q1 2016 | $17,000 | +6.2% | 461 | 0.0% | 0.01% | 0.0% |
Q4 2015 | $16,000 | – | 461 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
EisnerAmper Wealth Management Corporate Benefits, LLC | 211,599 | $8,864,000 | 7.65% |
Great Point Wealth Advisors, LLC | 175,069 | $7,333,000 | 6.94% |
America First Investment Advisors, LLC | 271,851 | $11,388,000 | 3.81% |
Neumann Capital Management, LLC | 120,396 | $5,043,000 | 3.80% |
Financial Planning & Information Services, Inc. | 182,924 | $7,663,000 | 3.79% |
White Pine Investment CO | 130,344 | $5,460,000 | 2.92% |
Stratford Consulting, LLC | 150,142 | $6,289,000 | 2.53% |
Biltmore Family Office, LLC | 95,489 | $4,000,000 | 2.26% |
Efficient Advisors, LLC | 259,653 | $10,877,000 | 2.02% |
Community Financial Services Group, LLC | 127,315 | $5,333,000 | 2.02% |