WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 182 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 2.10 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,694,446 | +0.7% | 36,629 | +1.3% | 0.87% | +4.1% |
| Q2 2023 | $1,682,529 | +7.7% | 36,160 | +6.0% | 0.83% | -1.7% |
| Q1 2023 | $1,561,671 | +2.0% | 34,105 | -2.0% | 0.85% | -7.1% |
| Q4 2022 | $1,530,512 | +10.2% | 34,792 | -0.2% | 0.91% | -6.3% |
| Q3 2022 | $1,389,000 | -8.5% | 34,875 | +2.6% | 0.97% | -8.7% |
| Q2 2022 | $1,518,000 | -8.8% | 33,998 | +8.9% | 1.07% | +1.8% |
| Q1 2022 | $1,665,000 | +3.3% | 31,229 | +2.5% | 1.05% | +4.0% |
| Q4 2021 | $1,612,000 | +3.7% | 30,457 | +4.7% | 1.01% | +1.8% |
| Q3 2021 | $1,555,000 | +30.7% | 29,079 | +33.2% | 0.99% | +28.1% |
| Q2 2021 | $1,190,000 | +83.6% | 21,839 | +72.7% | 0.77% | +67.3% |
| Q1 2021 | $648,000 | +410.2% | 12,644 | +374.3% | 0.46% | +352.9% |
| Q4 2020 | $127,000 | – | 2,666 | – | 0.10% | – |
Download | ||||||
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% |