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 | $1,746,084 | +88533.7% | 37,745 | -10.9% | 1.37% | -5.6% |
| Q2 2023 | $1,970 | -14.4% | 42,340 | -15.8% | 1.45% | -16.5% |
| Q1 2023 | $2,302 | +4.1% | 50,270 | +0.0% | 1.73% | +4.5% |
| Q4 2022 | $2,211 | -99.9% | 50,260 | -8.9% | 1.66% | -2.6% |
| Q3 2022 | $2,198,000 | -12.0% | 55,200 | -1.4% | 1.70% | -1.4% |
| Q2 2022 | $2,499,000 | -17.9% | 55,980 | -2.0% | 1.73% | -1.9% |
| Q1 2022 | $3,043,000 | -0.1% | 57,100 | -0.8% | 1.76% | +1.4% |
| Q4 2021 | $3,047,000 | +0.2% | 57,570 | +1.2% | 1.74% | -6.8% |
| Q3 2021 | $3,042,000 | -2.3% | 56,885 | -0.5% | 1.86% | -0.7% |
| Q2 2021 | $3,115,000 | +5.1% | 57,185 | -1.0% | 1.88% | -2.4% |
| Q1 2021 | $2,963,000 | -6.9% | 57,760 | -13.3% | 1.92% | -8.2% |
| Q4 2020 | $3,181,000 | – | 66,650 | – | 2.09% | – |
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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% |