WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 174 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is 12.19 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,049,189 | +1.9% | 260,467 | +2.5% | 3.61% | +1.7% |
| Q2 2023 | $11,819,931 | +5.5% | 254,028 | +3.8% | 3.55% | +0.0% |
| Q1 2023 | $11,205,187 | +8.0% | 244,708 | +3.7% | 3.55% | +2.0% |
| Q4 2022 | $10,379,133 | -11.8% | 235,943 | -20.2% | 3.48% | -20.7% |
| Q3 2022 | $11,767,000 | -7.9% | 295,494 | +3.3% | 4.39% | -3.0% |
| Q2 2022 | $12,774,000 | -22.0% | 286,162 | -6.9% | 4.52% | -11.3% |
| Q1 2022 | $16,374,000 | +0.4% | 307,209 | -0.3% | 5.10% | +2.1% |
| Q4 2021 | $16,303,000 | +0.8% | 308,063 | +1.8% | 4.99% | -10.2% |
| Q3 2021 | $16,177,000 | -0.0% | 302,479 | +1.9% | 5.56% | -1.5% |
| Q2 2021 | $16,179,000 | +11.0% | 296,978 | +4.5% | 5.64% | +1.2% |
| Q1 2021 | $14,577,000 | +13.8% | 284,208 | +5.9% | 5.58% | +1.4% |
| Q4 2020 | $12,807,000 | +28.8% | 268,388 | +5.3% | 5.50% | +7.2% |
| Q3 2020 | $9,944,000 | 0.0% | 254,911 | 0.0% | 5.13% | 0.0% |
| Q2 2020 | $9,944,000 | +25.5% | 254,911 | +6.3% | 5.13% | -22.5% |
| Q1 2020 | $7,923,000 | -29.7% | 239,875 | +1.7% | 6.62% | -5.0% |
| Q4 2019 | $11,278,000 | +14.3% | 235,859 | +5.9% | 6.97% | +3.7% |
| Q3 2019 | $9,870,000 | +7.0% | 222,817 | +13.6% | 6.72% | -9.8% |
| Q2 2019 | $9,226,000 | +4.3% | 196,099 | +4.4% | 7.45% | -0.8% |
| Q1 2019 | $8,849,000 | +20.7% | 187,852 | +7.3% | 7.52% | +8.3% |
| Q4 2018 | $7,333,000 | – | 175,069 | – | 6.94% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 238,130 | $11,204,000 | 8.33% |
| Great Point Wealth Advisors, LLC | 196,099 | $9,226,000 | 7.45% |
| Neumann Capital Management, LLC | 166,932 | $7,854,000 | 4.87% |
| Financial Planning & Information Services, Inc. | 210,152 | $9,888,000 | 4.28% |
| America First Investment Advisors, LLC | 272,019 | $12,798,000 | 3.89% |
| White Pine Investment CO | 135,961 | $6,397,000 | 3.02% |
| Stratford Consulting, LLC | 155,107 | $7,298,000 | 2.58% |
| Osbon Capital Management LLC | 46,395 | $2,183,000 | 2.32% |
| Biltmore Family Office, LLC | 88,009 | $4,141,000 | 2.24% |
| Efficient Advisors, LLC | 264,875 | $12,462,000 | 2.18% |