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 | $1,474,823 | +66.6% | 31,879 | +67.6% | 0.00% | 0.0% |
Q2 2023 | $885,383 | +37.9% | 19,022 | +35.6% | 0.00% | +100.0% |
Q1 2023 | $642,234 | -4.4% | 14,024 | -8.2% | 0.00% | 0.0% |
Q4 2022 | $672,082 | +16.7% | 15,271 | +5.6% | 0.00% | 0.0% |
Q3 2022 | $576,000 | -11.2% | 14,465 | -0.7% | 0.00% | 0.0% |
Q2 2022 | $649,000 | -62.2% | 14,568 | -23.8% | 0.00% | -66.7% |
Q1 2022 | $1,718,000 | +78.0% | 19,125 | +5.0% | 0.00% | +50.0% |
Q4 2021 | $965,000 | -16.2% | 18,216 | -15.4% | 0.00% | 0.0% |
Q3 2021 | $1,152,000 | +5.3% | 21,539 | +7.2% | 0.00% | 0.0% |
Q2 2021 | $1,094,000 | +0.7% | 20,091 | -5.2% | 0.00% | -33.3% |
Q1 2021 | $1,086,000 | -27.3% | 21,193 | -32.3% | 0.00% | -25.0% |
Q4 2020 | $1,494,000 | +12.7% | 31,306 | -2.5% | 0.00% | 0.0% |
Q3 2020 | $1,326,000 | +50.7% | 32,103 | +42.3% | 0.00% | +33.3% |
Q2 2020 | $880,000 | -66.0% | 22,557 | -71.2% | 0.00% | -72.7% |
Q1 2020 | $2,590,000 | – | 78,376 | – | 0.01% | – |
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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% |