WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 198 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 4.68 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $957,490 | -0.6% | 20,698 | 0.0% | 0.25% | +3.3% |
| Q2 2023 | $963,078 | +1.8% | 20,698 | +0.1% | 0.24% | +8.4% |
| Q1 2023 | $946,388 | +0.9% | 20,668 | -3.1% | 0.22% | +0.4% |
| Q4 2022 | $938,175 | +6.6% | 21,327 | -3.5% | 0.22% | -10.8% |
| Q3 2022 | $880,000 | -11.3% | 22,102 | -0.5% | 0.25% | -20.3% |
| Q2 2022 | $992,000 | -5.5% | 22,216 | +12.7% | 0.32% | +10.9% |
| Q1 2022 | $1,050,000 | +1.9% | 19,705 | +1.2% | 0.28% | +3.6% |
| Q4 2021 | $1,030,000 | +6.1% | 19,465 | +7.2% | 0.27% | -4.9% |
| Q3 2021 | $971,000 | -3.4% | 18,165 | -1.6% | 0.29% | -3.7% |
| Q2 2021 | $1,005,000 | +6.5% | 18,453 | +0.2% | 0.30% | +1.7% |
| Q1 2021 | $944,000 | +8.4% | 18,413 | +0.9% | 0.29% | +2.4% |
| Q4 2020 | $871,000 | +23.4% | 18,253 | +6.8% | 0.29% | +27.0% |
| Q3 2020 | $706,000 | -32.0% | 17,083 | -35.8% | 0.23% | -1.7% |
| Q2 2020 | $1,038,000 | +3.0% | 26,617 | -12.8% | 0.23% | -24.3% |
| Q1 2020 | $1,008,000 | -31.3% | 30,512 | -0.6% | 0.30% | -52.7% |
| Q4 2019 | $1,468,000 | +12.6% | 30,699 | +4.3% | 0.64% | -1.8% |
| Q3 2019 | $1,304,000 | -5.3% | 29,427 | +0.6% | 0.66% | -8.3% |
| Q2 2019 | $1,377,000 | +14.4% | 29,257 | +14.5% | 0.71% | +12.8% |
| Q1 2019 | $1,204,000 | -12.0% | 25,557 | -14.7% | 0.63% | -8.1% |
| Q4 2018 | $1,368,000 | 0.0% | 29,957 | 0.0% | 0.69% | 0.0% |
| Q3 2018 | $1,368,000 | +13.1% | 29,957 | +18.0% | 0.69% | +5.4% |
| Q2 2018 | $1,210,000 | -7.8% | 25,382 | +4.4% | 0.65% | -13.8% |
| Q1 2018 | $1,313,000 | +12.0% | 24,304 | +8.2% | 0.76% | +11.5% |
| Q4 2017 | $1,172,000 | +17.6% | 22,471 | +10.5% | 0.68% | +12.0% |
| Q3 2017 | $997,000 | +11.8% | 20,340 | +4.4% | 0.61% | +6.5% |
| Q2 2017 | $892,000 | +4.2% | 19,490 | +2.2% | 0.57% | -1.0% |
| Q1 2017 | $856,000 | +301.9% | 19,070 | +250.2% | 0.58% | +303.5% |
| Q4 2016 | $213,000 | – | 5,445 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 238,130 | $11,204,000 | 8.33% |
| Great Point Wealth Advisors, LLC | 196,099 | $9,226,000 | 7.45% |
| Neumann Capital Management, LLC | 166,932 | $7,854,000 | 4.87% |
| Financial Planning & Information Services, Inc. | 210,152 | $9,888,000 | 4.28% |
| America First Investment Advisors, LLC | 272,019 | $12,798,000 | 3.89% |
| White Pine Investment CO | 135,961 | $6,397,000 | 3.02% |
| Stratford Consulting, LLC | 155,107 | $7,298,000 | 2.58% |
| Osbon Capital Management LLC | 46,395 | $2,183,000 | 2.32% |
| Biltmore Family Office, LLC | 88,009 | $4,141,000 | 2.24% |
| Efficient Advisors, LLC | 264,875 | $12,462,000 | 2.18% |