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 | $256,530 | +0.0% | 5,545 | +0.6% | 0.03% | 0.0% |
| Q2 2023 | $256,483 | +2.3% | 5,512 | +0.7% | 0.03% | -3.3% |
| Q1 2023 | $250,648 | -5.8% | 5,474 | -8.2% | 0.03% | -23.1% |
| Q2 2022 | $266,000 | -16.4% | 5,962 | 0.0% | 0.04% | -2.5% |
| Q1 2022 | $318,000 | +0.6% | 5,962 | 0.0% | 0.04% | -4.8% |
| Q4 2021 | $316,000 | -0.9% | 5,962 | 0.0% | 0.04% | -27.6% |
| Q3 2021 | $319,000 | +16.0% | 5,962 | +17.9% | 0.06% | +16.0% |
| Q2 2021 | $275,000 | -3.2% | 5,056 | -8.7% | 0.05% | -19.4% |
| Q1 2021 | $284,000 | -93.2% | 5,538 | -93.7% | 0.06% | -91.6% |
| Q4 2020 | $4,205,000 | – | 88,118 | – | 0.73% | – |
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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% |