Bogart Wealth, LLC - WISDOMTREE TR ownership

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
Bogart Wealth, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2023$6,044
+4.1%
1320.0%0.00%
Q4 2022$5,807
-94.0%
132
-94.6%
0.00%
-100.0%
Q3 2022$97,0002,4320.01%
Other shareholders
WISDOMTREE TR shareholders Q3 2022
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 238,130$11,204,0008.33%
Great Point Wealth Advisors, LLC 196,099$9,226,0007.45%
Neumann Capital Management, LLC 166,932$7,854,0004.87%
Financial Planning & Information Services, Inc. 210,152$9,888,0004.28%
America First Investment Advisors, LLC 272,019$12,798,0003.89%
White Pine Investment CO 135,961$6,397,0003.02%
Stratford Consulting, LLC 155,107$7,298,0002.58%
Osbon Capital Management LLC 46,395$2,183,0002.32%
Biltmore Family Office, LLC 88,009$4,141,0002.24%
Efficient Advisors, LLC 264,875$12,462,0002.18%
View complete list of WISDOMTREE TR shareholders