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 2022 | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – |
| Q2 2022 | $1,000 | -94.4% | 17 | -95.5% | 0.00% | -100.0% |
| Q1 2019 | $18,000 | +12.5% | 382 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $16,000 | -5.9% | 382 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $17,000 | -26.1% | 382 | -20.9% | 0.01% | -38.5% |
| Q2 2018 | $23,000 | -11.5% | 483 | 0.0% | 0.01% | -23.5% |
| Q1 2018 | $26,000 | +420.0% | 483 | +378.2% | 0.02% | +466.7% |
| Q4 2017 | $5,000 | – | 101 | – | 0.00% | – |
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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% |