WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 194 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is 3.14 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $264 | -7.0% | 5,896 | 0.0% | 0.27% | +57.9% |
| Q2 2023 | $284 | -17.9% | 5,896 | -20.2% | 0.17% | -56.5% |
| Q1 2023 | $346 | -4.9% | 7,389 | -5.6% | 0.39% | -3.9% |
| Q4 2022 | $364 | -99.9% | 7,825 | +8.9% | 0.41% | +2.0% |
| Q3 2022 | $283,000 | -8.7% | 7,184 | +3.7% | 0.40% | +91.0% |
| Q2 2022 | $310,000 | +9.2% | 6,931 | +30.2% | 0.21% | -50.5% |
| Q1 2022 | $284,000 | -1.0% | 5,323 | -0.9% | 0.42% | +118.6% |
| Q4 2021 | $287,000 | +4.7% | 5,370 | +3.8% | 0.19% | +5.4% |
| Q3 2021 | $274,000 | -1.8% | 5,174 | 0.0% | 0.18% | -3.7% |
| Q2 2021 | $279,000 | – | 5,174 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 247,056 | $10,945,000 | 7.93% |
| Great Point Wealth Advisors, LLC | 222,817 | $9,870,000 | 6.72% |
| Neumann Capital Management, LLC | 167,450 | $7,418,000 | 4.59% |
| Financial Planning & Information Services, Inc. | 227,351 | $10,072,000 | 4.26% |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | 236,639 | $10,483,000 | 3.97% |
| America First Investment Advisors, LLC | 275,717 | $12,214,000 | 3.68% |
| White Pine Investment CO | 138,235 | $6,124,000 | 2.78% |
| Stratford Consulting, LLC | 162,784 | $7,211,000 | 2.47% |
| Efficient Advisors, LLC | 271,176 | $12,013,000 | 2.20% |
| PALLADIUM PARTNERS LLC | 614,023 | $28,030,000 | 1.96% |