WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 194 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 3.96 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,746,372 | +3.7% | 37,751 | +4.3% | 0.81% | -2.3% |
| Q2 2023 | $1,684,676 | +4.9% | 36,206 | +3.2% | 0.83% | -7.5% |
| Q1 2023 | $1,606,370 | +6.6% | 35,081 | +2.4% | 0.90% | -0.3% |
| Q4 2022 | $1,507,327 | -11.4% | 34,265 | -19.8% | 0.90% | -14.5% |
| Q3 2022 | $1,701,000 | -11.5% | 42,727 | -0.7% | 1.06% | -9.4% |
| Q2 2022 | $1,921,000 | -14.7% | 43,025 | +1.9% | 1.16% | -5.4% |
| Q1 2022 | $2,251,000 | +7.3% | 42,237 | +6.6% | 1.23% | -5.2% |
| Q4 2021 | $2,098,000 | -1.1% | 39,639 | -0.1% | 1.30% | -23.7% |
| Q3 2021 | $2,122,000 | -1.3% | 39,685 | +0.6% | 1.70% | -2.1% |
| Q2 2021 | $2,150,000 | +17.4% | 39,455 | +2.8% | 1.74% | -1.1% |
| Q4 2020 | $1,831,000 | – | 38,375 | – | 1.76% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 282,354 | $14,482,000 | 7.82% |
| Great Point Wealth Advisors, LLC | 284,208 | $14,577,000 | 5.58% |
| Financial Planning & Information Services, Inc. | 304,944 | $15,641,000 | 4.79% |
| America First Investment Advisors, LLC | 262,322 | $13,454,000 | 4.08% |
| Neumann Capital Management, LLC | 157,494 | $8,078,000 | 3.84% |
| Swaine & Leidel Wealth Services, LLC | 95,980 | $4,923,000 | 3.17% |
| Asset Management Advisors, LLC | 74,263 | $3,809,000 | 2.88% |
| Baker Ellis Asset Management LLC | 179,039 | $9,183,000 | 1.98% |
| Tacita Capital Inc | 57,760 | $2,963,000 | 1.92% |
| CAPITAL MANAGEMENT CORP /VA | 159,123 | $8,161,000 | 1.82% |