WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 193 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 1.21 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% | – |
Download | ||||||
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% |