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 | $1,037,768 | -3.8% | 22,433 | -3.3% | 0.01% | 0.0% |
| Q2 2023 | $1,078,962 | -0.7% | 23,189 | -2.2% | 0.01% | 0.0% |
| Q1 2023 | $1,086,232 | +23.4% | 23,722 | +18.6% | 0.01% | +12.5% |
| Q4 2022 | $879,966 | +15.0% | 20,004 | +4.1% | 0.01% | -46.7% |
| Q3 2022 | $765,000 | -15.6% | 19,223 | -5.3% | 0.02% | +7.1% |
| Q2 2022 | $906,000 | -20.3% | 20,302 | -4.8% | 0.01% | -12.5% |
| Q1 2022 | $1,137,000 | -69.4% | 21,333 | -69.6% | 0.02% | -69.8% |
| Q4 2021 | $3,713,000 | -15.0% | 70,168 | -14.1% | 0.05% | -23.2% |
| Q3 2021 | $4,367,000 | +136.7% | 81,659 | +141.2% | 0.07% | +130.0% |
| Q2 2021 | $1,845,000 | -15.2% | 33,860 | -20.2% | 0.03% | -30.2% |
| Q1 2021 | $2,176,000 | -4.6% | 42,423 | -11.3% | 0.04% | -4.4% |
| Q4 2020 | $2,281,000 | – | 47,808 | – | 0.04% | – |
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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% |