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 | $1,474,823 | +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 | 296,643 | $11,812,000 | 6.73% |
| Aprio Wealth Management, LLC | 388,403 | $15,466,000 | 6.21% |
| Financial Planning & Information Services, Inc. | 496,372 | $19,766,000 | 4.79% |
| WADDELL & ASSOCIATES, LLC | 586,445 | $23,352,000 | 4.52% |
| Great Point Wealth Advisors, LLC | 295,494 | $11,767,000 | 4.39% |
| Shore Point Advisors, LLC | 97,247 | $3,872,000 | 3.78% |
| Neumann Capital Management, LLC | 165,401 | $6,586,000 | 3.39% |
| Baker Ellis Asset Management LLC | 220,971 | $8,799,000 | 1.92% |
| Creative Planning | 26,884,747 | $1,070,551,000 | 1.85% |
| Tacita Capital Inc | 55,200 | $2,198,000 | 1.70% |