WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 186 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is 5.27 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,853,364 | +31.9% | 40,859 | +35.3% | 0.09% | +34.8% |
| Q2 2023 | $1,405,066 | +19.2% | 30,197 | +17.6% | 0.07% | +9.5% |
| Q1 2023 | $1,179,069 | +1794.2% | 25,671 | +1714.2% | 0.06% | +1475.0% |
| Q4 2022 | $62,246 | +55.6% | 1,415 | +40.0% | 0.00% | +33.3% |
| Q3 2022 | $40,000 | -7.0% | 1,011 | +5.8% | 0.00% | 0.0% |
| Q2 2022 | $43,000 | -8.5% | 956 | 0.0% | 0.00% | -25.0% |
| Q1 2022 | $47,000 | +20.5% | 956 | +1.6% | 0.00% | -60.0% |
| Q4 2018 | $39,000 | -9.3% | 941 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $43,000 | +22.9% | 941 | +26.8% | 0.01% | +11.1% |
| Q2 2018 | $35,000 | -23.9% | 742 | -13.1% | 0.01% | -30.8% |
| Q1 2018 | $46,000 | +2.2% | 854 | 0.0% | 0.01% | +8.3% |
| Q4 2017 | $45,000 | -10.0% | 854 | -17.0% | 0.01% | -42.9% |
| Q3 2017 | $50,000 | +35.1% | 1,029 | +28.0% | 0.02% | +23.5% |
| Q2 2017 | $37,000 | +15.6% | 804 | +13.1% | 0.02% | -5.6% |
| Q1 2017 | $32,000 | +255.6% | 711 | +226.1% | 0.02% | +200.0% |
| Q4 2016 | $9,000 | – | 218 | – | 0.01% | – |
Download | ||||||
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% |