Biltmore Family Office, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 180 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 2.21 and the average weighting 0.4%.

Quarter-by-quarter ownership
Biltmore Family Office, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$719,528
-0.6%
15,5540.0%0.16%
+6.5%
Q2 2023$723,728
+1.6%
15,5540.0%0.15%
+2.0%
Q1 2023$712,218
+4.1%
15,5540.0%0.15%
+6.4%
Q4 2022$684,220
+551.6%
15,554
+391.0%
0.14%
+104.3%
Q1 2020$105,000
-70.2%
3,168
-56.9%
0.07%
-51.1%
Q4 2019$352,000
-87.2%
7,353
-88.2%
0.14%
-88.1%
Q3 2019$2,754,000
-33.5%
62,171
-29.4%
1.19%
-46.9%
Q2 2019$4,141,000
-4.7%
88,009
-4.6%
2.24%
+1.6%
Q1 2019$4,344,000
+8.6%
92,209
-3.4%
2.21%
-2.3%
Q4 2018$4,000,000
-0.1%
95,489
+8.9%
2.26%
+18.4%
Q3 2018$4,004,000
-0.5%
87,714
+4.0%
1.91%
-4.7%
Q2 2018$4,023,000
-2.1%
84,365
+11.0%
2.00%
+9.6%
Q1 2018$4,108,000
+9.2%
76,025
+5.4%
1.82%
+7.2%
Q4 2017$3,763,00072,1601.70%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 278,599$13,295,0007.61%
Great Point Wealth Advisors, LLC 268,388$12,807,0005.50%
Financial Planning & Information Services, Inc. 301,258$14,376,0004.84%
America First Investment Advisors, LLC 266,443$12,715,0003.85%
Neumann Capital Management, LLC 157,614$7,521,0003.80%
Asset Management Advisors, LLC 73,480$3,506,0003.19%
Swaine & Leidel Wealth Services, LLC 82,475$3,936,0002.85%
Efficient Advisors, LLC 298,878$14,262,0002.18%
Tacita Capital Inc 66,650$3,181,0002.09%
Baker Ellis Asset Management LLC 159,133$7,594,0001.81%
View complete list of WISDOMTREE TR shareholders