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 | $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 | 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% |