WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 3 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,010,198 | -3.8% | 43,454 | -3.2% | 0.72% | -1.9% |
| Q2 2023 | $2,089,723 | +0.0% | 44,911 | -1.6% | 0.73% | -0.8% |
| Q1 2023 | $2,088,906 | +5.9% | 45,619 | +1.7% | 0.74% | +6.2% |
| Q4 2022 | $1,972,659 | -5.3% | 44,843 | -14.3% | 0.69% | -12.8% |
| Q3 2022 | $2,082,000 | -17.6% | 52,301 | -7.7% | 0.80% | -8.0% |
| Q2 2022 | $2,528,000 | -43.6% | 56,640 | -32.6% | 0.86% | -31.7% |
| Q1 2022 | $4,480,000 | +54.1% | 84,055 | +53.0% | 1.26% | +57.7% |
| Q4 2021 | $2,907,000 | +9.7% | 54,947 | +10.8% | 0.80% | +4.0% |
| Q3 2021 | $2,651,000 | +1.6% | 49,575 | +3.5% | 0.77% | +1.7% |
| Q2 2021 | $2,610,000 | +10.3% | 47,919 | +3.8% | 0.76% | +15.9% |
| Q1 2021 | $2,367,000 | +12.1% | 46,155 | +4.3% | 0.65% | +3.5% |
| Q4 2020 | $2,112,000 | +19.9% | 44,270 | +3.9% | 0.63% | +7.7% |
| Q3 2020 | $1,762,000 | +7.4% | 42,615 | +1.3% | 0.59% | +1.4% |
| Q2 2020 | $1,640,000 | +33.3% | 42,060 | +12.9% | 0.58% | +12.6% |
| Q1 2020 | $1,230,000 | -43.9% | 37,269 | -18.7% | 0.51% | -39.7% |
| Q4 2019 | $2,192,000 | +6.4% | 45,853 | -1.5% | 0.85% | +0.5% |
| Q3 2019 | $2,061,000 | -3.0% | 46,537 | +3.1% | 0.85% | -3.3% |
| Q2 2019 | $2,124,000 | +17.6% | 45,156 | +17.8% | 0.88% | +14.0% |
| Q1 2019 | $1,806,000 | +12.5% | 38,345 | +0.0% | 0.77% | +0.3% |
| Q4 2018 | $1,606,000 | – | 38,339 | – | 0.77% | – |
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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% |