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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $13,836,994 | -0.2% | 299,114 | +0.3% | 0.57% | -1.2% |
Q2 2023 | $13,870,591 | +4.0% | 298,100 | +2.3% | 0.58% | -6.6% |
Q1 2023 | $13,337,526 | -0.5% | 291,277 | -4.4% | 0.62% | -9.2% |
Q4 2022 | $13,402,241 | +22.4% | 304,666 | +10.8% | 0.68% | +11.7% |
Q3 2022 | $10,951,000 | – | 275,024 | – | 0.61% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
EisnerAmper Wealth Management Corporate Benefits, LLC | 211,599 | $8,864,000 | 7.65% |
Great Point Wealth Advisors, LLC | 175,069 | $7,333,000 | 6.94% |
America First Investment Advisors, LLC | 271,851 | $11,388,000 | 3.81% |
Neumann Capital Management, LLC | 120,396 | $5,043,000 | 3.80% |
Financial Planning & Information Services, Inc. | 182,924 | $7,663,000 | 3.79% |
White Pine Investment CO | 130,344 | $5,460,000 | 2.92% |
Stratford Consulting, LLC | 150,142 | $6,289,000 | 2.53% |
Biltmore Family Office, LLC | 95,489 | $4,000,000 | 2.26% |
Efficient Advisors, LLC | 259,653 | $10,877,000 | 2.02% |
Community Financial Services Group, LLC | 127,315 | $5,333,000 | 2.02% |