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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $4,923,000 | 0.0% | 4,923 | -94.9% | 3.79% | +19.3% |
| Q1 2021 | $4,923,000 | +25.1% | 95,980 | +16.4% | 3.17% | +11.2% |
| Q4 2020 | $3,936,000 | +29.3% | 82,475 | +12.0% | 2.85% | -3.8% |
| Q3 2020 | $3,044,000 | +7.4% | 73,621 | +1.3% | 2.97% | +2.7% |
| Q2 2020 | $2,835,000 | +23.1% | 72,685 | +4.2% | 2.89% | +20.9% |
| Q1 2020 | $2,303,000 | -8.1% | 69,737 | +33.1% | 2.39% | +14.5% |
| Q4 2019 | $2,505,000 | – | 52,376 | – | 2.09% | – |
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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% |