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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $251,508 | +183.4% | 3,773 | +94.7% | 0.00% | – |
| Q1 2023 | $88,741 | -88.6% | 1,938 | -89.0% | 0.00% | -100.0% |
| Q4 2022 | $778,007 | +6972.8% | 17,686 | +6548.9% | 0.00% | – |
| Q3 2022 | $11,000 | -99.2% | 266 | -99.0% | 0.00% | -100.0% |
| Q1 2022 | $1,457,000 | -46.9% | 27,332 | -47.3% | 0.01% | -42.9% |
| Q4 2021 | $2,745,000 | +24.8% | 51,870 | +26.1% | 0.02% | -25.0% |
| Q3 2021 | $2,199,000 | +154.8% | 41,118 | +159.6% | 0.03% | +180.0% |
| Q2 2021 | $863,000 | -89.3% | 15,842 | -90.6% | 0.01% | -91.2% |
| Q4 2020 | $8,029,000 | +17.3% | 168,245 | -4.1% | 0.11% | +14.0% |
| Q2 2020 | $6,846,000 | +59.2% | 175,484 | +34.8% | 0.10% | -43.5% |
| Q1 2020 | $4,299,000 | -22.5% | 130,169 | +12.2% | 0.18% | +1.7% |
| Q4 2019 | $5,549,000 | – | 116,045 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 247,056 | $10,945,000 | 7.93% |
| Great Point Wealth Advisors, LLC | 222,817 | $9,870,000 | 6.72% |
| Neumann Capital Management, LLC | 167,450 | $7,418,000 | 4.59% |
| Financial Planning & Information Services, Inc. | 227,351 | $10,072,000 | 4.26% |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | 236,639 | $10,483,000 | 3.97% |
| America First Investment Advisors, LLC | 275,717 | $12,214,000 | 3.68% |
| White Pine Investment CO | 138,235 | $6,124,000 | 2.78% |
| Stratford Consulting, LLC | 162,784 | $7,211,000 | 2.47% |
| Efficient Advisors, LLC | 271,176 | $12,013,000 | 2.20% |
| PALLADIUM PARTNERS LLC | 614,023 | $28,030,000 | 1.96% |