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 | $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 ↓ |
---|---|---|---|
Unison Advisors LLC | 1,099,554 | $50,865,374 | 5.98% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 214,919 | $9,942 | 4.44% |
Financial Planning & Information Services, Inc. | 446,924 | $20,674,694 | 3.85% |
Great Point Wealth Advisors, LLC | 260,467 | $12,049,189 | 3.61% |
Shore Point Advisors, LLC | 106,499 | $4,926,649 | 3.57% |
Neumann Capital Management, LLC | 167,500 | $7,748,550 | 3.38% |
MFA WEALTH ADVISORS, LLC | 228,514 | $10,571,077 | 3.28% |
O'Connor Financial Group LLC | 67,791 | $3,135,969 | 2.15% |
Creative Planning | 31,788,936 | $1,470,556,161 | 1.96% |
Sound Stewardship, LLC | 60,761 | $2,810,811 | 1.89% |