WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 186 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is 5.27 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $690,754 | -43.8% | 14,932 | -43.5% | 0.25% | -38.5% |
| Q2 2023 | $1,228,671 | +24.4% | 26,406 | +22.5% | 0.40% | +9.0% |
| Q1 2023 | $987,416 | +22.8% | 21,564 | +17.9% | 0.37% | +15.8% |
| Q4 2022 | $804,357 | -15.8% | 18,285 | -23.8% | 0.32% | -18.1% |
| Q3 2022 | $955,000 | -14.0% | 23,995 | -3.6% | 0.39% | -11.6% |
| Q2 2022 | $1,111,000 | -20.1% | 24,891 | -4.5% | 0.44% | -15.0% |
| Q1 2022 | $1,390,000 | -7.5% | 26,074 | -8.2% | 0.52% | -14.7% |
| Q4 2021 | $1,503,000 | -3.3% | 28,402 | -2.3% | 0.60% | -32.4% |
| Q3 2021 | $1,555,000 | -23.0% | 29,068 | -26.2% | 0.89% | -26.9% |
| Q2 2021 | $2,020,000 | 0.0% | 39,385 | 0.0% | 1.22% | -3.1% |
| Q1 2021 | $2,020,000 | +4.1% | 39,385 | -3.2% | 1.26% | -9.7% |
| Q4 2020 | $1,941,000 | – | 40,678 | – | 1.40% | – |
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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% |