WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 3 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,699,824 | +5.3% | 36,745 | +5.9% | 0.39% | +7.5% |
| Q2 2023 | $1,614,219 | +49.9% | 34,692 | +47.5% | 0.36% | +42.7% |
| Q1 2023 | $1,076,981 | +25.9% | 23,520 | +20.9% | 0.25% | -15.4% |
| Q4 2022 | $855,587 | -25.8% | 19,454 | -32.8% | 0.30% | -34.0% |
| Q3 2022 | $1,153,000 | -7.7% | 28,944 | +3.2% | 0.45% | +6.8% |
| Q2 2022 | $1,249,000 | +12.9% | 28,046 | +35.2% | 0.42% | +28.1% |
| Q1 2022 | $1,106,000 | +79.3% | 20,748 | +77.8% | 0.33% | +81.9% |
| Q4 2021 | $617,000 | -39.8% | 11,668 | -40.4% | 0.18% | -40.5% |
| Q3 2021 | $1,025,000 | -22.5% | 19,566 | -19.9% | 0.31% | -26.3% |
| Q2 2021 | $1,322,000 | +1.8% | 24,432 | +0.8% | 0.42% | +1.0% |
| Q1 2021 | $1,299,000 | +17.3% | 24,244 | +4.5% | 0.41% | -1.9% |
| Q4 2020 | $1,107,000 | – | 23,196 | – | 0.42% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 247,056 | $10,945,000 | 7.93% |
| Great Point Wealth Advisors, LLC | 222,817 | $9,870,000 | 6.72% |
| Neumann Capital Management, LLC | 167,450 | $7,418,000 | 4.59% |
| Financial Planning & Information Services, Inc. | 227,351 | $10,072,000 | 4.26% |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | 236,639 | $10,483,000 | 3.97% |
| America First Investment Advisors, LLC | 275,717 | $12,214,000 | 3.68% |
| White Pine Investment CO | 138,235 | $6,124,000 | 2.78% |
| Stratford Consulting, LLC | 162,784 | $7,211,000 | 2.47% |
| Efficient Advisors, LLC | 271,176 | $12,013,000 | 2.20% |
| PALLADIUM PARTNERS LLC | 614,023 | $28,030,000 | 1.96% |