WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 3 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
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% | – |
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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% |