WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 152 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is 0.09 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $568,063 | -0.5% | 12,280 | +0.1% | 0.05% | +1.9% |
| Q2 2023 | $571,067 | +1.7% | 12,273 | +0.1% | 0.05% | -13.1% |
| Q1 2023 | $561,630 | +4.1% | 12,265 | +0.0% | 0.06% | -4.7% |
| Q4 2022 | $539,509 | +2.6% | 12,264 | -7.1% | 0.06% | -13.5% |
| Q3 2022 | $526,000 | -26.5% | 13,204 | -17.5% | 0.07% | -21.3% |
| Q2 2022 | $716,000 | +4375.0% | 15,996 | +5076.7% | 0.09% | +2250.0% |
| Q3 2021 | $16,000 | 0.0% | 309 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $16,000 | -83.7% | 309 | -84.6% | 0.00% | -88.9% |
| Q3 2017 | $98,000 | +6.5% | 2,002 | 0.0% | 0.04% | -30.8% |
| Q2 2017 | $92,000 | +2.2% | 2,002 | 0.0% | 0.05% | -1.9% |
| Q1 2017 | $90,000 | – | 2,002 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 282,354 | $14,482,000 | 7.82% |
| Great Point Wealth Advisors, LLC | 284,208 | $14,577,000 | 5.58% |
| Financial Planning & Information Services, Inc. | 304,944 | $15,641,000 | 4.79% |
| America First Investment Advisors, LLC | 262,322 | $13,454,000 | 4.08% |
| Neumann Capital Management, LLC | 157,494 | $8,078,000 | 3.84% |
| Swaine & Leidel Wealth Services, LLC | 95,980 | $4,923,000 | 3.17% |
| Asset Management Advisors, LLC | 74,263 | $3,809,000 | 2.88% |
| Baker Ellis Asset Management LLC | 179,039 | $9,183,000 | 1.98% |
| Tacita Capital Inc | 57,760 | $2,963,000 | 1.92% |
| CAPITAL MANAGEMENT CORP /VA | 159,123 | $8,161,000 | 1.82% |