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 | $286,974 | -1.3% | 6,203 | -0.7% | 0.00% | -20.0% |
| Q2 2023 | $290,791 | -3.4% | 6,249 | -4.9% | 0.01% | 0.0% |
| Q1 2023 | $301,046 | +5.0% | 6,574 | +0.9% | 0.01% | -16.7% |
| Q4 2022 | $286,708 | -3.8% | 6,517 | -2.5% | 0.01% | 0.0% |
| Q2 2022 | $298,000 | -18.1% | 6,683 | -2.2% | 0.01% | +20.0% |
| Q1 2022 | $364,000 | – | 6,832 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 282,354 | $14,482,000 | 7.82% |
| Great Point Wealth Advisors, LLC | 284,208 | $14,577,000 | 5.58% |
| Financial Planning & Information Services, Inc. | 304,944 | $15,641,000 | 4.79% |
| America First Investment Advisors, LLC | 262,322 | $13,454,000 | 4.08% |
| Neumann Capital Management, LLC | 157,494 | $8,078,000 | 3.84% |
| Swaine & Leidel Wealth Services, LLC | 95,980 | $4,923,000 | 3.17% |
| Asset Management Advisors, LLC | 74,263 | $3,809,000 | 2.88% |
| Baker Ellis Asset Management LLC | 179,039 | $9,183,000 | 1.98% |
| Tacita Capital Inc | 57,760 | $2,963,000 | 1.92% |
| CAPITAL MANAGEMENT CORP /VA | 159,123 | $8,161,000 | 1.82% |