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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $719,528 | -0.6% | 15,554 | 0.0% | 0.16% | +6.5% |
| Q2 2023 | $723,728 | +1.6% | 15,554 | 0.0% | 0.15% | +2.0% |
| Q1 2023 | $712,218 | +4.1% | 15,554 | 0.0% | 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 | $3,763,000 | – | 72,160 | – | 1.70% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 278,599 | $13,295,000 | 7.61% |
| Great Point Wealth Advisors, LLC | 268,388 | $12,807,000 | 5.50% |
| Financial Planning & Information Services, Inc. | 301,258 | $14,376,000 | 4.84% |
| America First Investment Advisors, LLC | 266,443 | $12,715,000 | 3.85% |
| Neumann Capital Management, LLC | 157,614 | $7,521,000 | 3.80% |
| Asset Management Advisors, LLC | 73,480 | $3,506,000 | 3.19% |
| Swaine & Leidel Wealth Services, LLC | 82,475 | $3,936,000 | 2.85% |
| Efficient Advisors, LLC | 298,878 | $14,262,000 | 2.18% |
| Tacita Capital Inc | 66,650 | $3,181,000 | 2.09% |
| Baker Ellis Asset Management LLC | 159,133 | $7,594,000 | 1.81% |