WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 194 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is 3.14 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $145,288 | -0.1% | 3,141 | +0.5% | 0.01% | +20.0% |
| Q2 2023 | $145,381 | +2.2% | 3,124 | +0.6% | 0.01% | -16.7% |
| Q1 2023 | $142,207 | +140699.0% | 3,106 | +34.6% | 0.01% | 0.0% |
| Q4 2022 | $101 | -99.9% | 2,307 | +0.3% | 0.01% | 0.0% |
| Q3 2022 | $92,000 | -32.8% | 2,301 | -25.2% | 0.01% | 0.0% |
| Q2 2022 | $137,000 | -38.0% | 3,078 | -25.7% | 0.01% | 0.0% |
| Q1 2022 | $221,000 | +8.3% | 4,144 | +7.6% | 0.01% | +20.0% |
| Q4 2021 | $204,000 | -0.5% | 3,850 | +0.3% | 0.01% | 0.0% |
| Q3 2021 | $205,000 | -6.8% | 3,840 | -4.8% | 0.01% | -16.7% |
| Q2 2021 | $220,000 | +6.8% | 4,032 | +0.3% | 0.01% | +20.0% |
| Q1 2021 | $206,000 | – | 4,018 | – | 0.01% | – |
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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% |