WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 180 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 2.21 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,954,901 | -34.5% | 42,259 | -34.2% | 0.02% | -36.7% |
| Q2 2023 | $2,986,388 | +12.0% | 64,182 | +10.2% | 0.03% | +3.4% |
| Q1 2023 | $2,665,674 | +23.3% | 58,215 | +18.4% | 0.03% | +52.6% |
| Q4 2022 | $2,162,196 | -99.9% | 49,152 | -46.4% | 0.02% | -5.0% |
| Q3 2022 | $1,826,825,000 | +49407.5% | 91,648 | +10.9% | 0.02% | -47.4% |
| Q2 2022 | $3,690,000 | -8.6% | 82,663 | +9.2% | 0.04% | -9.5% |
| Q1 2022 | $4,036,000 | +27.2% | 75,730 | +26.3% | 0.04% | +31.2% |
| Q4 2021 | $3,174,000 | -30.0% | 59,977 | -29.2% | 0.03% | -28.9% |
| Q3 2021 | $4,533,000 | +117.6% | 84,752 | +121.7% | 0.04% | +87.5% |
| Q2 2021 | $2,083,000 | +51.8% | 38,226 | +42.9% | 0.02% | +41.2% |
| Q1 2021 | $1,372,000 | -68.4% | 26,745 | -70.5% | 0.02% | -66.0% |
| Q4 2020 | $4,339,000 | -99.6% | 90,802 | +236.4% | 0.05% | +138.1% |
| Q3 2020 | $1,116,000,000 | – | 26,991 | – | 0.02% | – |
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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% |