WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 194 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 3.96 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,134,277 | +5.6% | 46,137 | +6.2% | 0.16% | +100.0% |
| Q2 2023 | $2,020,634 | +6.7% | 43,426 | +5.0% | 0.08% | -53.5% |
| Q1 2023 | $1,893,673 | +7.0% | 41,356 | +2.8% | 0.17% | -10.5% |
| Q4 2022 | $1,769,999 | +28.9% | 40,236 | +16.7% | 0.19% | +192.3% |
| Q3 2022 | $1,373,000 | -3.8% | 34,492 | +7.9% | 0.06% | -3.0% |
| Q2 2022 | $1,427,000 | -6.4% | 31,959 | +11.8% | 0.07% | +9.8% |
| Q1 2022 | $1,524,000 | +6.0% | 28,588 | +5.2% | 0.06% | +32.6% |
| Q4 2021 | $1,438,000 | +6.8% | 27,178 | +8.0% | 0.05% | -80.5% |
| Q3 2021 | $1,346,000 | -1.7% | 25,174 | +0.2% | 0.24% | -4.5% |
| Q2 2021 | $1,369,000 | +12.5% | 25,123 | +5.8% | 0.25% | +0.8% |
| Q1 2021 | $1,217,000 | +13.4% | 23,735 | +5.5% | 0.24% | -0.8% |
| Q4 2020 | $1,073,000 | +15.5% | 22,495 | +0.1% | 0.25% | +0.4% |
| Q3 2020 | $929,000 | -13.3% | 22,478 | -18.2% | 0.25% | -20.4% |
| Q2 2020 | $1,072,000 | -34.8% | 27,478 | -44.8% | 0.31% | -44.1% |
| Q1 2020 | $1,644,000 | -43.0% | 49,787 | -17.4% | 0.55% | -30.6% |
| Q4 2019 | $2,884,000 | +7.5% | 60,302 | -0.5% | 0.80% | -2.4% |
| Q3 2019 | $2,684,000 | -52.8% | 60,597 | -49.9% | 0.82% | -7.6% |
| Q2 2019 | $5,692,000 | +99.7% | 120,990 | +100.0% | 0.88% | -3.3% |
| Q1 2019 | $2,850,000 | +2.7% | 60,494 | -8.7% | 0.91% | -4.2% |
| Q4 2018 | $2,776,000 | – | 66,268 | – | 0.95% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 247,056 | $10,945,000 | 7.93% |
| Great Point Wealth Advisors, LLC | 222,817 | $9,870,000 | 6.72% |
| Neumann Capital Management, LLC | 167,450 | $7,418,000 | 4.59% |
| Financial Planning & Information Services, Inc. | 227,351 | $10,072,000 | 4.26% |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | 236,639 | $10,483,000 | 3.97% |
| America First Investment Advisors, LLC | 275,717 | $12,214,000 | 3.68% |
| White Pine Investment CO | 138,235 | $6,124,000 | 2.78% |
| Stratford Consulting, LLC | 162,784 | $7,211,000 | 2.47% |
| Efficient Advisors, LLC | 271,176 | $12,013,000 | 2.20% |
| PALLADIUM PARTNERS LLC | 614,023 | $28,030,000 | 1.96% |