WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 186 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is 5.27 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 278,599 | $13,295,000 | 7.61% |
| Great Point Wealth Advisors, LLC | 268,388 | $12,807,000 | 5.50% |
| Financial Planning & Information Services, Inc. | 301,258 | $14,376,000 | 4.84% |
| America First Investment Advisors, LLC | 266,443 | $12,715,000 | 3.85% |
| Neumann Capital Management, LLC | 157,614 | $7,521,000 | 3.80% |
| Asset Management Advisors, LLC | 73,480 | $3,506,000 | 3.19% |
| Swaine & Leidel Wealth Services, LLC | 82,475 | $3,936,000 | 2.85% |
| Efficient Advisors, LLC | 298,878 | $14,262,000 | 2.18% |
| Tacita Capital Inc | 66,650 | $3,181,000 | 2.09% |
| Baker Ellis Asset Management LLC | 159,133 | $7,594,000 | 1.81% |