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 | $69,390 | -0.6% | 1,500 | 0.0% | 0.05% | +4.3% |
| Q2 2023 | $69,795 | +1.6% | 1,500 | 0.0% | 0.05% | -2.1% |
| Q1 2023 | $68,685 | +4.1% | 1,500 | 0.0% | 0.05% | +2.1% |
| Q4 2022 | $65,985 | +10.0% | 1,500 | 0.0% | 0.05% | -2.1% |
| Q3 2022 | $60,000 | -10.4% | 1,500 | 0.0% | 0.05% | -2.0% |
| Q2 2022 | $67,000 | -16.2% | 1,500 | 0.0% | 0.05% | +4.3% |
| Q1 2022 | $80,000 | +1.3% | 1,500 | 0.0% | 0.05% | +14.6% |
| Q4 2021 | $79,000 | -1.2% | 1,500 | 0.0% | 0.04% | -10.9% |
| Q3 2021 | $80,000 | -2.4% | 1,500 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $82,000 | +6.5% | 1,500 | 0.0% | 0.05% | -8.0% |
| Q1 2021 | $77,000 | +6.9% | 1,500 | 0.0% | 0.05% | -3.8% |
| Q4 2020 | $72,000 | +16.1% | 1,500 | 0.0% | 0.05% | -8.8% |
| Q3 2020 | $62,000 | +5.1% | 1,500 | 0.0% | 0.06% | -12.3% |
| Q2 2020 | $59,000 | +18.0% | 1,500 | 0.0% | 0.06% | +3.2% |
| Q1 2020 | $50,000 | -55.0% | 1,500 | -35.6% | 0.06% | -31.5% |
| Q4 2019 | $111,000 | – | 2,329 | – | 0.09% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 274,291 | $14,669,000 | 7.39% |
| Great Point Wealth Advisors, LLC | 302,479 | $16,177,000 | 5.56% |
| WADDELL & ASSOCIATES, LLC | 513,705 | $27,473,000 | 4.68% |
| Financial Planning & Information Services, Inc. | 314,116 | $16,799,000 | 4.57% |
| America First Investment Advisors, LLC | 267,612 | $14,312,000 | 4.35% |
| Neumann Capital Management, LLC | 158,546 | $8,479,000 | 3.81% |
| Asset Management Advisors, LLC | 72,861 | $3,897,000 | 2.94% |
| Baker Ellis Asset Management LLC | 190,518 | $9,993,000 | 1.92% |
| Tacita Capital Inc | 56,885 | $3,042,000 | 1.86% |
| PALLADIUM PARTNERS LLC | 728,180 | $38,943,000 | 1.77% |