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 | $1,013,251 | -3.5% | 22,926 | +7.8% | 0.33% | +6.4% |
| Q2 2023 | $1,049,608 | +8.6% | 21,265 | +0.7% | 0.31% | -1.3% |
| Q1 2023 | $966,540 | -4.5% | 21,108 | -1.2% | 0.32% | -9.2% |
| Q4 2022 | $1,011,753 | +11.1% | 21,354 | -6.1% | 0.35% | +0.3% |
| Q3 2022 | $911,000 | -14.9% | 22,746 | -5.1% | 0.35% | -19.7% |
| Q2 2022 | $1,070,000 | -14.2% | 23,961 | +3.0% | 0.43% | -2.0% |
| Q1 2022 | $1,247,000 | -0.8% | 23,269 | -2.0% | 0.44% | -11.4% |
| Q4 2021 | $1,257,000 | -2.3% | 23,746 | -1.3% | 0.50% | -19.8% |
| Q3 2021 | $1,286,000 | -6.1% | 24,055 | -4.4% | 0.62% | -4.2% |
| Q2 2021 | $1,370,000 | +5.8% | 25,153 | +0.2% | 0.65% | -0.6% |
| Q1 2021 | $1,295,000 | +16.0% | 25,109 | +7.3% | 0.65% | -17.6% |
| Q4 2020 | $1,116,000 | – | 23,392 | – | 0.79% | – |
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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% |