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 | $20,674,694 | -2.6% | 446,924 | -2.1% | 3.85% | -1.8% |
| Q2 2023 | $21,235,419 | -4.1% | 456,381 | -5.7% | 3.92% | -8.8% |
| Q1 2023 | $22,149,123 | +0.9% | 483,711 | -3.1% | 4.29% | -7.8% |
| Q4 2022 | $21,956,441 | +11.1% | 499,123 | +0.6% | 4.66% | -2.8% |
| Q3 2022 | $19,766,000 | +0.5% | 496,372 | +12.7% | 4.79% | -0.2% |
| Q2 2022 | $19,666,000 | +1.8% | 440,557 | +21.5% | 4.80% | +11.1% |
| Q1 2022 | $19,319,000 | +9.8% | 362,452 | +9.0% | 4.32% | -0.3% |
| Q4 2021 | $17,596,000 | +4.7% | 332,494 | +5.9% | 4.33% | -5.2% |
| Q3 2021 | $16,799,000 | -1.1% | 314,116 | +0.7% | 4.57% | -8.3% |
| Q2 2021 | $16,988,000 | +8.6% | 311,826 | +2.3% | 4.98% | +4.0% |
| Q1 2021 | $15,641,000 | +8.8% | 304,944 | +1.2% | 4.79% | -1.0% |
| Q4 2020 | $14,376,000 | +20.1% | 301,258 | +4.1% | 4.84% | +3.9% |
| Q3 2020 | $11,971,000 | +6.6% | 289,494 | +0.6% | 4.66% | -1.1% |
| Q2 2020 | $11,226,000 | +28.5% | 287,784 | +8.9% | 4.71% | +3.7% |
| Q1 2020 | $8,733,000 | -24.8% | 264,382 | +8.9% | 4.54% | -1.7% |
| Q4 2019 | $11,613,000 | +15.3% | 242,857 | +6.8% | 4.62% | +8.3% |
| Q3 2019 | $10,072,000 | +1.9% | 227,351 | +8.2% | 4.26% | -0.4% |
| Q2 2019 | $9,888,000 | +6.1% | 210,152 | +6.2% | 4.28% | +3.2% |
| Q1 2019 | $9,323,000 | +21.7% | 197,892 | +8.2% | 4.15% | +9.5% |
| Q4 2018 | $7,663,000 | +36.7% | 182,924 | +49.0% | 3.79% | +75.0% |
| Q3 2018 | $5,604,000 | +148.1% | 122,756 | +159.1% | 2.17% | +156.6% |
| Q2 2018 | $2,259,000 | +115.6% | 47,377 | +144.3% | 0.84% | +129.3% |
| Q1 2018 | $1,048,000 | – | 19,394 | – | 0.37% | – |
Download | ||||||
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% |