WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 174 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is 12.19 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 | 211,599 | $8,864,000 | 7.65% |
Great Point Wealth Advisors, LLC | 175,069 | $7,333,000 | 6.94% |
America First Investment Advisors, LLC | 271,851 | $11,388,000 | 3.81% |
Neumann Capital Management, LLC | 120,396 | $5,043,000 | 3.80% |
Financial Planning & Information Services, Inc. | 182,924 | $7,663,000 | 3.79% |
White Pine Investment CO | 130,344 | $5,460,000 | 2.92% |
Stratford Consulting, LLC | 150,142 | $6,289,000 | 2.53% |
Biltmore Family Office, LLC | 95,489 | $4,000,000 | 2.26% |
Efficient Advisors, LLC | 259,653 | $10,877,000 | 2.02% |
Community Financial Services Group, LLC | 127,315 | $5,333,000 | 2.02% |